Rathbones Group’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 |
-1,514
| Closed | -$200K | – | 416 |
|
|
2020
Q4 | $200K | Buy |
+1,514
| New | +$200K | ﹤0.01% | 366 |
|
|
2020
Q1 | – | Sell |
-6,846
| Closed | -$781K | – | 336 |
|
|
2019
Q4 | $781K | Sell |
6,846
-1,343
| -16% | -$153K | 0.02% | 205 |
|
|
2019
Q3 | $1.02M | Buy |
+8,189
| New | +$1.02M | 0.03% | 190 |
|