Waddell & Reed Financial’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-597,583
| Closed | -$21.3M | – | 542 |
|
|
2017
Q1 | $21.3M | Sell |
597,583
-4,150
| -0.7% | -$148K | 0.05% | 342 |
|
|
2016
Q4 | $19M | Buy |
601,733
+111,743
| +23% | +$3.53M | 0.04% | 339 |
|
|
2016
Q3 | $13.9M | Hold |
489,990
| – | – | 0.03% | 372 |
|
|
2016
Q2 | $13.4M | Hold |
489,990
| – | – | 0.03% | 363 |
|
|
2016
Q1 | $12.1M | Buy |
+489,990
| New | +$12.1M | 0.02% | 379 |
|