Wealthspire Advisors (Maryland)’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,893
| Closed | -$216K | – | 463 |
|
|
2019
Q4 | $216K | Buy |
1,893
+43
| +2% | +$4.91K | 0.01% | 452 |
|
|
2019
Q3 | $231K | Buy |
1,850
+8
| +0.4% | +$999 | 0.02% | 403 |
|
|
2019
Q2 | $246K | Hold |
1,842
| – | – | 0.02% | 393 |
|
|
2019
Q1 | $175K | Sell |
1,842
-18
| -1% | -$1.71K | 0.01% | 468 |
|
|
2018
Q4 | $144K | Buy |
1,860
+11
| +0.6% | +$852 | 0.01% | 492 |
|
|
2018
Q3 | $171K | Sell |
1,849
-1
| -0.1% | -$92 | 0.01% | 497 |
|
|
2018
Q2 | $135K | Buy |
1,850
+35
| +2% | +$2.55K | 0.01% | 587 |
|
|
2018
Q1 | $126K | Buy |
1,815
+1,497
| +471% | +$104K | 0.01% | 622 |
|
|
2017
Q4 | $15K | Buy |
318
+23
| +8% | +$1.09K | ﹤0.01% | 1427 |
|
|
2017
Q3 | $14K | Sell |
295
-82
| -22% | -$3.89K | ﹤0.01% | 1436 |
|
|
2017
Q2 | $14K | Sell |
377
-1
| -0.3% | -$37 | ﹤0.01% | 1395 |
|
|
2017
Q1 | $14K | Hold |
378
| – | – | ﹤0.01% | 1200 |
|
|
2016
Q4 | $12K | Sell |
378
-269
| -42% | -$8.54K | ﹤0.01% | 1164 |
|
|
2016
Q3 | $18K | Hold |
647
| – | – | ﹤0.01% | 1086 |
|
|
2016
Q2 | $18K | Hold |
647
| – | – | ﹤0.01% | 1027 |
|
|
2016
Q1 | $16K | Hold |
647
| – | – | ﹤0.01% | 1039 |
|
|
2015
Q4 | $14K | Buy |
+647
| New | +$14K | ﹤0.01% | 1089 |
|