SpiderRock Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.05M | Buy |
15,490
+12,900
| +498% | +$3.37M | 0.06% | 150 |
|
|
2024
Q2 | $579K | Sell |
2,590
-2,667
| -51% | -$596K | 0.01% | 390 |
|
|
2024
Q1 | $988K | Buy |
+5,257
| New | +$988K | 0.02% | 289 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 72 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 66 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 63 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 62 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 67 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 64 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 58 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 59 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 59 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 64 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 64 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 66 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 66 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 66 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 62 |
|