Piedmont Investment Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,890
| Closed | -$290K | – | 301 |
|
|
2020
Q1 | $290K | Buy |
3,890
+957
| +33% | +$71.3K | 0.01% | 618 |
|
|
2019
Q4 | $335K | Sell |
2,933
-30
| -1% | -$3.43K | 0.01% | 699 |
|
|
2019
Q3 | $370K | Buy |
2,963
+29
| +1% | +$3.62K | 0.01% | 656 |
|
|
2019
Q2 | $393K | Buy |
2,934
+65
| +2% | +$8.71K | 0.02% | 650 |
|
|
2019
Q1 | $272K | Buy |
2,869
+45
| +2% | +$4.27K | 0.01% | 867 |
|
|
2018
Q4 | $219K | Buy |
2,824
+11
| +0.4% | +$853 | 0.01% | 891 |
|
|
2018
Q3 | $261K | Buy |
+2,813
| New | +$261K | 0.01% | 848 |
|