Pathstone Family Office’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,506
| Closed | -$231K | – | 1331 |
|
|
2022
Q4 | $231K | Sell |
1,506
-202
| -12% | -$31K | ﹤0.01% | 1330 |
|
|
2022
Q3 | $247K | Buy |
+1,708
| New | +$247K | ﹤0.01% | 1273 |
|
|
2019
Q3 | – | Sell |
-399
| Closed | -$53K | – | 657 |
|
|
2019
Q2 | $53K | Hold |
399
| – | – | 0.01% | 319 |
|
|
2019
Q1 | $38K | Hold |
399
| – | – | ﹤0.01% | 342 |
|
|
2018
Q4 | $30K | Buy |
+399
| New | +$30K | 0.01% | 223 |
|