Stonebridge Capital Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12
| Closed | -$1.94K | – | 471 |
|
|
2023
Q3 | $1.94K | Hold |
12
| – | – | ﹤0.01% | 810 |
|
|
2023
Q2 | $2.12K | Hold |
12
| – | – | ﹤0.01% | 810 |
|
|
2023
Q1 | $2.05K | Hold |
12
| – | – | ﹤0.01% | 809 |
|
|
2022
Q4 | $1.84K | Hold |
12
| – | – | ﹤0.01% | 812 |
|
|
2022
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 805 |
|
|
2022
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 808 |
|
|
2022
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 906 |
|
|
2021
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 862 |
|
|
2021
Q3 | $2K | Sell |
12
-12
| -50% | -$2K | ﹤0.01% | 820 |
|
|
2021
Q2 | $4K | Buy |
24
+12
| +100% | +$2K | ﹤0.01% | 850 |
|
|
2021
Q1 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 833 |
|
|
2020
Q2 | – | Sell |
-16
| Closed | -$1K | – | 805 |
|
|
2020
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 709 |
|
|
2019
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 736 |
|
|
2019
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 723 |
|
|
2019
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 772 |
|