TrinityPoint Wealth’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $288K | Hold |
1,211
| – | – | 0.04% | 274 |
|
|
2024
Q3 | $317K | Buy |
1,211
+20
| +2% | +$5.23K | 0.05% | 259 |
|
|
2024
Q2 | $266K | Hold |
1,191
| – | – | 0.04% | 264 |
|
|
2024
Q1 | $228K | Hold |
1,191
| – | – | 0.04% | 279 |
|
|
2023
Q4 | $213K | Buy |
+1,191
| New | +$213K | 0.04% | 281 |
|
|
2023
Q3 | – | Sell |
-1,191
| Closed | -$211K | – | 295 |
|
|
2023
Q2 | $211K | Hold |
1,191
| – | – | 0.04% | 262 |
|
|
2023
Q1 | $204K | Sell |
1,191
-228
| -16% | -$39K | 0.04% | 260 |
|
|
2022
Q4 | $218K | Sell |
1,419
-23
| -2% | -$3.53K | 0.05% | 251 |
|
|
2022
Q3 | $208K | Buy |
+1,442
| New | +$208K | 0.05% | 257 |
|
|
2022
Q2 | – | Sell |
-2,744
| Closed | -$421K | – | 290 |
|
|
2022
Q1 | $421K | Buy |
2,744
+2
| +0.1% | +$307 | 0.08% | 200 |
|
|
2021
Q4 | $395K | Buy |
2,742
+79
| +3% | +$11.4K | 0.07% | 213 |
|
|
2021
Q3 | $351K | Buy |
+2,663
| New | +$351K | 0.07% | 220 |
|