Tradition Wealth Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-50
| Closed | -$9K | – | 732 |
|
|
2023
Q4 | $9K | Hold |
50
| – | – | ﹤0.01% | 1021 |
|
|
2023
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 1060 |
|
|
2023
Q2 | $9K | Hold |
50
| – | – | ﹤0.01% | 1063 |
|
|
2023
Q1 | $9K | Hold |
50
| – | – | ﹤0.01% | 1021 |
|
|
2022
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 945 |
|
|
2022
Q3 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 1004 |
|