WFG Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-571
| Closed | -$16K | – | 1615 |
|
|
2016
Q2 | $16K | Hold |
571
| – | – | ﹤0.01% | 968 |
|
|
2016
Q1 | $14K | Hold |
571
| – | – | ﹤0.01% | 960 |
|
|
2015
Q4 | $13K | Hold |
571
| – | – | ﹤0.01% | 1012 |
|
|
2015
Q3 | $11K | Hold |
571
| – | – | ﹤0.01% | 1067 |
|
|
2015
Q2 | $14K | Hold |
571
| – | – | ﹤0.01% | 1085 |
|
|
2015
Q1 | $14K | Buy |
571
+2
| +0.4% | +$49 | ﹤0.01% | 1096 |
|
|
2014
Q4 | $14K | Hold |
569
| – | – | ﹤0.01% | 1335 |
|
|
2014
Q3 | $11K | Hold |
569
| – | – | ﹤0.01% | 1454 |
|
|
2014
Q2 | $12K | Hold |
569
| – | – | ﹤0.01% | 1414 |
|
|
2014
Q1 | $14K | Buy |
569
+3
| +0.5% | +$74 | ﹤0.01% | 1369 |
|
|
2013
Q4 | $13K | Buy |
566
+1
| +0.2% | +$23 | ﹤0.01% | 1496 |
|
|
2013
Q3 | $13K | Buy |
565
+110
| +24% | +$2.53K | ﹤0.01% | 1435 |
|
|
2013
Q2 | $8K | Buy |
+455
| New | +$8K | ﹤0.01% | 1530 |
|