Valley National Advisers’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Buy |
+350
| New | +$114K | 0.02% | 291 |
|
|
2021
Q4 | – | Sell |
-55
| Closed | -$7K | – | 939 |
|
|
2021
Q3 | $7K | Hold |
55
| – | – | ﹤0.01% | 623 |
|
|
2021
Q2 | $8K | Hold |
55
| – | – | ﹤0.01% | 611 |
|
|
2021
Q1 | $7K | Hold |
55
| – | – | ﹤0.01% | 589 |
|
|
2020
Q4 | $7K | Hold |
55
| – | – | ﹤0.01% | 566 |
|
|
2020
Q3 | $6K | Hold |
55
| – | – | ﹤0.01% | 539 |
|
|
2020
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 556 |
|
|
2020
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 568 |
|
|
2019
Q4 | $6K | Buy |
+55
| New | +$6K | ﹤0.01% | 584 |
|
|
2019
Q2 | – | Sell |
-50
| Closed | -$5K | – | 754 |
|
|
2019
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 554 |
|
|
2018
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 554 |
|
|
2018
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 507 |
|
|
2016
Q4 | – | Sell |
-15
| Closed | – | – | 683 |
|
|
2016
Q3 | $0 | Buy |
+15
| New | – | ﹤0.01% | 677 |
|