WFG Advisors’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-602
| Closed | -$15K | – | 1582 |
|
|
2015
Q4 | $15K | Sell |
602
-175
| -23% | -$4.36K | ﹤0.01% | 971 |
|
|
2015
Q3 | $18K | Hold |
777
| – | – | 0.01% | 925 |
|
|
2015
Q2 | $20K | Hold |
777
| – | – | 0.01% | 974 |
|
|
2015
Q1 | $20K | Hold |
777
| – | – | 0.01% | 984 |
|
|
2014
Q4 | $19K | Hold |
777
| – | – | ﹤0.01% | 1231 |
|
|
2014
Q3 | $16K | Hold |
777
| – | – | ﹤0.01% | 1340 |
|
|
2014
Q2 | $16K | Hold |
777
| – | – | ﹤0.01% | 1338 |
|
|
2014
Q1 | $17K | Buy |
+777
| New | +$17K | ﹤0.01% | 1297 |
|