Reilly Financial Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-233
| Closed | -$27K | – | 905 |
|
|
2019
Q4 | $27K | Hold |
233
| – | – | ﹤0.01% | 438 |
|
|
2019
Q3 | $29K | Sell |
233
-206
| -47% | -$25.6K | ﹤0.01% | 439 |
|
|
2019
Q2 | $59K | Hold |
439
| – | – | 0.01% | 333 |
|
|
2019
Q1 | $42K | Sell |
439
-335
| -43% | -$32.1K | 0.01% | 375 |
|
|
2018
Q4 | $60K | Buy |
774
+541
| +232% | +$41.9K | 0.01% | 293 |
|
|
2018
Q3 | $22K | Hold |
233
| – | – | ﹤0.01% | 528 |
|
|
2018
Q2 | $17K | Sell |
233
-1
| -0.4% | -$73 | ﹤0.01% | 550 |
|
|
2018
Q1 | $16K | Buy |
+234
| New | +$16K | ﹤0.01% | 553 |
|