SWM
Selective Wealth Management’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-24
| Closed | -$4K | – | 794 |
|
|
2022
Q1 | $4K | Sell |
24
-93
| -79% | -$15.5K | ﹤0.01% | 608 |
|
|
2021
Q4 | $17K | Hold |
117
| – | – | 0.01% | 427 |
|
|
2021
Q3 | $15K | Buy |
117
+93
| +388% | +$11.9K | 0.01% | 391 |
|
|
2021
Q2 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 438 |
|