Simplicity Solutions’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $384K | Buy |
+2,145
| New | +$384K | 0.01% | 752 |
|
|
2019
Q2 | – | Sell |
-9,846
| Closed | -$934K | – | 744 |
|
|
2019
Q1 | $934K | Sell |
9,846
-4,833
| -33% | -$458K | 0.06% | 265 |
|
|
2018
Q4 | $1.14M | Buy |
+14,679
| New | +$1.14M | 0.15% | 159 |
|
|
2016
Q1 | – | Sell |
-25,117
| Closed | -$559K | – | 324 |
|
|
2015
Q4 | $559K | Buy |
+25,117
| New | +$559K | 0.07% | 423 |
|