Telemus Capital’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $988K | Sell |
5,523
-225
| -4% | -$40.2K | 0.08% | 164 |
|
|
2023
Q3 | $931K | Buy |
5,748
+1,093
| +23% | +$177K | 0.09% | 161 |
|
|
2023
Q2 | $824K | Buy |
+4,655
| New | +$824K | 0.07% | 175 |
|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$342K | – | 399 |
|
|
2019
Q4 | $342K | Hold |
3,000
| – | – | 0.03% | 300 |
|
|
2019
Q3 | $375K | Hold |
3,000
| – | – | 0.03% | 279 |
|
|
2019
Q2 | $397K | Buy |
+3,000
| New | +$397K | 0.04% | 266 |
|