Professional Planning’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 |
-11,292
| Closed | -$1.5M | – | 129 |
|
|
2020
Q4 | $1.5M | Sell |
11,292
-150
| -1% | -$19.9K | 0.6% | 35 |
|
|
2020
Q3 | $1.2M | Sell |
11,442
-2,508
| -18% | -$262K | 0.91% | 23 |
|
|
2020
Q2 | $1.39M | Sell |
13,950
-1,397
| -9% | -$139K | 0.74% | 27 |
|
|
2020
Q1 | $1.14M | Sell |
15,347
-2,343
| -13% | -$174K | 1.32% | 21 |
|
|
2019
Q4 | $2.02M | Sell |
17,690
-228
| -1% | -$26K | 1.75% | 18 |
|
|
2019
Q3 | $2.24M | Sell |
17,918
-546
| -3% | -$68.2K | 2.38% | 15 |
|
|
2019
Q2 | $2.47M | Sell |
18,464
-161
| -0.9% | -$21.5K | 2.91% | 13 |
|
|
2019
Q1 | $1.77M | Sell |
18,625
-9,003
| -33% | -$854K | 2.16% | 16 |
|
|
2018
Q4 | $2.01M | Buy |
27,628
+10,447
| +61% | +$758K | 2.73% | 15 |
|
|
2018
Q3 | $1.59M | Buy |
17,181
+6,795
| +65% | +$629K | 2.23% | 13 |
|
|
2018
Q2 | $757K | Buy |
+10,386
| New | +$757K | 1.2% | 20 |
|