Trust Company of Vermont’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-350
| Closed | -$49K | – | 483 |
|
|
2021
Q2 | $49K | Hold |
350
| – | – | ﹤0.01% | 478 |
|
|
2021
Q1 | $44K | Sell |
350
-100
| -22% | -$12.6K | ﹤0.01% | 480 |
|
|
2020
Q4 | $60K | Hold |
450
| – | – | ﹤0.01% | 435 |
|
|
2020
Q3 | $47K | Hold |
450
| – | – | ﹤0.01% | 436 |
|
|
2020
Q2 | $45K | Hold |
450
| – | – | ﹤0.01% | 452 |
|
|
2020
Q1 | $34K | Sell |
450
-100
| -18% | -$7.56K | ﹤0.01% | 491 |
|
|
2019
Q4 | $63K | Hold |
550
| – | – | ﹤0.01% | 444 |
|
|
2019
Q3 | $69K | Sell |
550
-50
| -8% | -$6.27K | 0.01% | 442 |
|
|
2019
Q2 | $80K | Hold |
600
| – | – | 0.01% | 423 |
|
|
2019
Q1 | $57K | Sell |
600
-340
| -36% | -$32.3K | ﹤0.01% | 463 |
|
|
2018
Q4 | $73K | Buy |
940
+340
| +57% | +$26.4K | 0.01% | 418 |
|
|
2018
Q3 | $56K | Sell |
600
-181
| -23% | -$16.9K | ﹤0.01% | 494 |
|
|
2018
Q2 | $57K | Sell |
781
-195
| -20% | -$14.2K | 0.01% | 502 |
|
|
2018
Q1 | $68K | Buy |
+976
| New | +$68K | 0.01% | 453 |
|