Waratah Capital Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-22,576
| Closed | -$1.75M | – | 116 |
|
|
2018
Q4 | $1.75M | Sell |
22,576
-1,420
| -6% | -$110K | 0.22% | 62 |
|
|
2018
Q3 | $2.22M | Buy |
+23,996
| New | +$2.22M | 0.22% | 80 |
|
|
2017
Q3 | – | Sell |
-20,332
| Closed | -$748K | – | 161 |
|
|
2017
Q2 | $748K | Sell |
20,332
-197,271
| -91% | -$7.26M | 0.1% | 132 |
|
|
2017
Q1 | $7.77M | Buy |
+217,603
| New | +$7.77M | 1.03% | 34 |
|