Personal CFO Solutions’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,284
| Closed | -$208K | – | 529 |
|
|
2023
Q3 | $208K | Sell |
1,284
-150
| -10% | -$24.3K | 0.04% | 428 |
|
|
2023
Q2 | $254K | Buy |
1,434
+48
| +3% | +$8.49K | 0.05% | 375 |
|
|
2023
Q1 | $237K | Buy |
1,386
+54
| +4% | +$9.24K | 0.05% | 390 |
|
|
2022
Q4 | $205K | Buy |
+1,332
| New | +$205K | 0.04% | 418 |
|
|
2022
Q2 | – | Sell |
-1,445
| Closed | -$222K | – | 462 |
|
|
2022
Q1 | $222K | Buy |
1,445
+7
| +0.5% | +$1.08K | 0.04% | 416 |
|
|
2021
Q4 | $207K | Buy |
+1,438
| New | +$207K | 0.04% | 432 |
|