Rational Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,241
| Closed | -$156K | – | 157 |
|
|
2021
Q1 | $156K | Buy |
+1,241
| New | +$156K | 0.03% | 164 |
|
|
2020
Q4 | – | Sell |
-20
| Closed | -$2K | – | 377 |
|
|
2020
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 474 |
|
|
2020
Q1 | – | Sell |
-60
| Closed | -$7K | – | 314 |
|
|
2019
Q4 | $7K | Sell |
60
-140
| -70% | -$16.3K | ﹤0.01% | 468 |
|
|
2019
Q3 | $25K | Hold |
200
| – | – | 0.01% | 436 |
|
|
2019
Q2 | $27K | Hold |
200
| – | – | 0.01% | 406 |
|
|
2019
Q1 | $19K | Hold |
200
| – | – | 0.01% | 390 |
|
|
2018
Q4 | $15K | Sell |
200
-19,500
| -99% | -$1.46M | ﹤0.01% | 368 |
|
|
2018
Q3 | $1.82M | Sell |
19,700
-1,800
| -8% | -$167K | 0.44% | 59 |
|
|
2018
Q2 | $1.57M | Buy |
21,500
+15,000
| +231% | +$1.09M | 0.74% | 47 |
|
|
2018
Q1 | $451K | Buy |
+6,500
| New | +$451K | 0.21% | 150 |
|