Sigma Planning Corp’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 |
-1,800
| Closed | -$226K | – | 1419 |
|
|
2021
Q1 | $226K | Hold |
1,800
| – | – | 0.01% | 1122 |
|
|
2020
Q4 | $238K | Buy |
+1,800
| New | +$238K | 0.01% | 989 |
|
|
2020
Q3 | – | Sell |
-3,198
| Closed | -$319K | – | 1093 |
|
|
2020
Q2 | $319K | Buy |
3,198
+283
| +10% | +$28.2K | 0.01% | 751 |
|
|
2020
Q1 | $217K | Buy |
2,915
+1
| +0% | +$74 | 0.01% | 751 |
|
|
2019
Q4 | $333K | Buy |
2,914
+25
| +0.9% | +$2.86K | 0.01% | 740 |
|
|
2019
Q3 | $361K | Sell |
2,889
-41
| -1% | -$5.12K | 0.02% | 687 |
|
|
2019
Q2 | $392K | Buy |
2,930
+234
| +9% | +$31.3K | 0.02% | 630 |
|
|
2019
Q1 | $256K | Buy |
+2,696
| New | +$256K | 0.01% | 739 |
|