Winslow Evans & Crocker’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $8K | Hold |
60
| – | – | ﹤0.01% | 991 |
|
|
2020
Q3 | $6K | Hold |
60
| – | – | ﹤0.01% | 841 |
|
|
2020
Q2 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 845 |
|
|
2020
Q1 | – | Sell |
-1,624
| Closed | -$186K | – | 1140 |
|
|
2019
Q4 | $186K | Sell |
1,624
-2,254
| -58% | -$258K | 0.05% | 295 |
|
|
2019
Q3 | $486K | Buy |
3,878
+200
| +5% | +$25.1K | 0.14% | 166 |
|
|
2019
Q2 | $494K | Buy |
3,678
+900
| +32% | +$121K | 0.14% | 168 |
|
|
2019
Q1 | $264K | Hold |
2,778
| – | – | 0.08% | 261 |
|
|
2018
Q4 | $216K | Hold |
2,778
| – | – | 0.07% | 254 |
|
|
2018
Q3 | $258K | Buy |
2,778
+552
| +25% | +$51.3K | 0.08% | 235 |
|
|
2018
Q2 | $164K | Buy |
+2,226
| New | +$164K | 0.05% | 292 |
|