Peddock Capital Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-296
| Closed | -$39K | – | 210 |
|
|
2020
Q4 | $39K | Buy |
+296
| New | +$39K | 0.02% | 182 |
|
|
2020
Q1 | – | Sell |
-296
| Closed | -$34K | – | 160 |
|
|
2019
Q4 | $34K | Buy |
+296
| New | +$34K | 0.02% | 174 |
|
|
2019
Q2 | – | Sell |
-296
| Closed | -$28K | – | 159 |
|
|
2019
Q1 | $28K | Hold |
296
| – | – | 0.02% | 183 |
|
|
2018
Q4 | $23K | Hold |
296
| – | – | 0.01% | 196 |
|
|
2018
Q3 | $27K | Hold |
296
| – | – | 0.01% | 196 |
|
|
2018
Q2 | $22K | Hold |
296
| – | – | 0.01% | 202 |
|
|
2018
Q1 | $21K | Sell |
296
-75
| -20% | -$5.32K | 0.01% | 199 |
|
|
2017
Q4 | $18K | Hold |
371
| – | – | 0.01% | 210 |
|
|
2017
Q3 | $17K | Buy |
+371
| New | +$17K | 0.01% | 208 |
|