PYA Waltman Capital’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-499
| Closed | -$72K | – | 111 |
|
|
2022
Q3 | $72K | Hold |
499
| – | – | 0.04% | 85 |
|
|
2022
Q2 | $65K | Hold |
499
| – | – | 0.04% | 96 |
|
|
2022
Q1 | $77K | Hold |
499
| – | – | 0.04% | 89 |
|
|
2021
Q4 | $72K | Buy |
+499
| New | +$72K | 0.04% | 86 |
|
|
2021
Q2 | – | Sell |
-499
| Closed | -$63K | – | 40 |
|
|
2021
Q1 | $63K | Hold |
499
| – | – | 0.04% | 41 |
|
|
2020
Q4 | $66K | Hold |
499
| – | – | 0.04% | 48 |
|
|
2020
Q3 | $52K | Hold |
499
| – | – | 0.04% | 41 |
|
|
2020
Q2 | $50K | Hold |
499
| – | – | 0.04% | 35 |
|
|
2020
Q1 | $37K | Buy |
499
+163
| +49% | +$12.1K | 0.04% | 31 |
|
|
2019
Q4 | $38K | Buy |
+336
| New | +$38K | 0.03% | 33 |
|