Sowell Financial Services’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 |
-99
| Closed | -$14K | – | 1459 |
|
|
2021
Q1 | $14K | Hold |
99
| – | – | ﹤0.01% | 2190 |
|
|
2020
Q4 | $13K | Buy |
99
+20
| +25% | +$2.63K | ﹤0.01% | 1911 |
|
|
2020
Q3 | $8K | Buy |
+79
| New | +$8K | ﹤0.01% | 1865 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | – | – | 2552 |
|
|
2020
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2536 |
|