TCI Wealth Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-57
| Closed | -$9.75K | – | 1061 |
|
|
2023
Q1 | $9.75K | Buy |
57
+2
| +4% | +$342 | ﹤0.01% | 1105 |
|
|
2022
Q4 | $8.45K | Sell |
55
-10
| -15% | -$1.54K | ﹤0.01% | 1185 |
|
|
2022
Q3 | $9K | Buy |
65
+1
| +2% | +$138 | ﹤0.01% | 1070 |
|
|
2022
Q2 | $8K | Hold |
64
| – | – | ﹤0.01% | 1153 |
|
|
2022
Q1 | $10K | Buy |
64
+4
| +7% | +$625 | ﹤0.01% | 1092 |
|
|
2021
Q4 | $9K | Buy |
60
+18
| +43% | +$2.7K | ﹤0.01% | 1259 |
|
|
2021
Q3 | $6K | Buy |
42
+7
| +20% | +$1K | ﹤0.01% | 1448 |
|
|
2021
Q2 | $5K | Hold |
35
| – | – | ﹤0.01% | 1424 |
|
|
2021
Q1 | $4K | Buy |
35
+4
| +13% | +$457 | ﹤0.01% | 1357 |
|
|
2020
Q4 | $4K | Sell |
31
-5
| -14% | -$645 | ﹤0.01% | 943 |
|
|
2020
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 832 |
|
|
2020
Q2 | $4K | Sell |
36
-4
| -10% | -$444 | ﹤0.01% | 797 |
|
|
2020
Q1 | $3K | Buy |
40
+4
| +11% | +$300 | ﹤0.01% | 859 |
|
|
2019
Q4 | $4K | Sell |
36
-10
| -22% | -$1.11K | ﹤0.01% | 913 |
|
|
2019
Q3 | $6K | Buy |
46
+8
| +21% | +$1.04K | ﹤0.01% | 752 |
|
|
2019
Q2 | $5K | Sell |
38
-5
| -12% | -$658 | ﹤0.01% | 764 |
|
|
2019
Q1 | $4K | Hold |
43
| – | – | ﹤0.01% | 839 |
|
|
2018
Q4 | $3K | Hold |
43
| – | – | ﹤0.01% | 887 |
|
|
2018
Q3 | $4K | Hold |
43
| – | – | ﹤0.01% | 836 |
|
|
2018
Q2 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 941 |
|