WealthTrust-Arizona’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $16K | Sell |
209
-2
| -0.9% | -$153 | 0.01% | 308 |
|
|
2018
Q3 | $20K | Sell |
211
-76
| -26% | -$7.2K | 0.01% | 280 |
|
|
2018
Q2 | $21K | Sell |
287
-134
| -32% | -$9.81K | 0.01% | 254 |
|
|
2018
Q1 | $29K | Sell |
421
-110
| -21% | -$7.58K | 0.02% | 226 |
|
|
2017
Q4 | $26K | Hold |
531
| – | – | 0.01% | 245 |
|
|
2017
Q3 | $24K | Hold |
531
| – | – | 0.01% | 249 |
|
|
2017
Q2 | $20K | Sell |
531
-4
| -0.7% | -$151 | 0.01% | 264 |
|
|
2017
Q1 | $19K | Hold |
535
| – | – | 0.01% | 262 |
|
|
2016
Q4 | $17K | Hold |
535
| – | – | 0.01% | 284 |
|
|
2016
Q3 | $15K | Buy |
535
+174
| +48% | +$4.88K | 0.01% | 295 |
|
|
2016
Q2 | $10K | Hold |
361
| – | – | 0.01% | 347 |
|
|
2016
Q1 | $9K | Buy |
361
+31
| +9% | +$773 | 0.01% | 363 |
|
|
2015
Q4 | $7K | Sell |
330
-102
| -24% | -$2.16K | ﹤0.01% | 428 |
|
|
2015
Q3 | $9K | Sell |
432
-17
| -4% | -$354 | 0.01% | 386 |
|
|
2015
Q2 | $11K | Buy |
+449
| New | +$11K | 0.01% | 386 |
|