Schubert & Co’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12
| Closed | -$2.05K | – | 673 |
|
|
2023
Q1 | $2.05K | Hold |
12
| – | – | ﹤0.01% | 908 |
|
|
2022
Q4 | $1.84K | Sell |
12
-1
| -8% | -$154 | ﹤0.01% | 920 |
|
|
2022
Q3 | $2K | Buy |
13
+4
| +44% | +$615 | ﹤0.01% | 811 |
|
|
2022
Q2 | $1K | Buy |
9
+4
| +80% | +$444 | ﹤0.01% | 1117 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 719 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 672 |
|