Truvvo Partners’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-13,188
| Closed | -$637K | – | 104 |
|
|
2017
Q4 | $637K | Hold |
13,188
| – | – | 0.22% | 86 |
|
|
2017
Q3 | $606K | Hold |
13,188
| – | – | 0.2% | 86 |
|
|
2017
Q2 | $478K | Hold |
13,188
| – | – | 0.17% | 99 |
|
|
2017
Q1 | $471K | Sell |
13,188
-166
| -1% | -$5.93K | 0.21% | 88 |
|
|
2016
Q4 | $422 | Hold |
13,354
| – | – | 0.15% | 106 |
|
|
2016
Q3 | $379K | Buy |
13,354
+12
| +0.1% | +$341 | 0.17% | 103 |
|
|
2016
Q2 | $365K | Hold |
13,342
| – | – | 0.19% | 102 |
|
|
2016
Q1 | $329K | Hold |
13,342
| – | – | 0.15% | 110 |
|
|
2015
Q4 | $297K | Buy |
+13,342
| New | +$297K | 0.16% | 100 |
|