Transamerica Financial Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4
| Closed | -$1K | – | 269 |
|
|
2019
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 454 |
|
|
2019
Q1 | – | Sell |
-481
| Closed | -$38K | – | 239 |
|
|
2018
Q4 | $38K | Sell |
481
-150
| -24% | -$11.9K | 0.01% | 228 |
|
|
2018
Q3 | $59K | Sell |
631
-35
| -5% | -$3.27K | 0.01% | 221 |
|
|
2018
Q2 | $49K | Buy |
+666
| New | +$49K | 0.01% | 236 |
|