Polen Capital Management’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-16,074
| Closed | -$2.12M | – | 95 |
|
|
2021
Q3 | $2.12M | Buy |
16,074
+554
| +4% | +$73.1K | ﹤0.01% | 77 |
|
|
2021
Q2 | $2.16M | Buy |
15,520
+1,107
| +8% | +$154K | ﹤0.01% | 74 |
|
|
2021
Q1 | $1.81M | Buy |
14,413
+1,296
| +10% | +$163K | ﹤0.01% | 69 |
|
|
2020
Q4 | $1.74M | Buy |
+13,117
| New | +$1.74M | ﹤0.01% | 69 |
|