Shine Investment Advisory Services’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $12K | Hold |
113
| – | – | ﹤0.01% | 528 |
|
|
2020
Q2 | $11K | Hold |
113
| – | – | ﹤0.01% | 541 |
|
|
2020
Q1 | $8K | Hold |
113
| – | – | ﹤0.01% | 544 |
|
|
2019
Q4 | $13K | Sell |
113
-34
| -23% | -$3.91K | 0.01% | 532 |
|
|
2019
Q3 | $18K | Sell |
147
-45
| -23% | -$5.51K | 0.01% | 470 |
|
|
2019
Q2 | $26K | Hold |
192
| – | – | 0.01% | 422 |
|
|
2019
Q1 | $18K | Buy |
192
+40
| +26% | +$3.75K | 0.01% | 473 |
|
|
2018
Q4 | $12K | Hold |
152
| – | – | 0.01% | 497 |
|
|
2018
Q3 | $14K | Hold |
152
| – | – | 0.01% | 487 |
|
|
2018
Q2 | $11K | Sell |
152
-1
| -0.7% | -$72 | 0.01% | 511 |
|
|
2018
Q1 | $11K | Sell |
153
-38
| -20% | -$2.73K | 0.01% | 512 |
|
|
2017
Q4 | $9K | Buy |
+191
| New | +$9K | ﹤0.01% | 543 |
|