Weld Capital Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,923
| Closed | -$494K | – | 294 |
|
|
2021
Q1 | $494K | Buy |
+3,923
| New | +$494K | 0.21% | 181 |
|
|
2020
Q4 | – | Sell |
-13,699
| Closed | -$1.43M | – | 557 |
|
|
2020
Q3 | $1.43M | Buy |
13,699
+6,371
| +87% | +$667K | 0.57% | 29 |
|
|
2020
Q2 | $730K | Sell |
7,328
-1,252
| -15% | -$125K | 0.29% | 118 |
|
|
2020
Q1 | $640K | Buy |
8,580
+162
| +2% | +$12.1K | 0.33% | 104 |
|
|
2019
Q4 | $961K | Buy |
+8,418
| New | +$961K | 0.19% | 193 |
|
|
2019
Q1 | – | Sell |
-3,507
| Closed | -$272K | – | 746 |
|
|
2018
Q4 | $272K | Buy |
+3,507
| New | +$272K | 0.06% | 515 |
|