AGF Investments LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,782
| Closed | -$114K | – | 635 |
|
|
2020
Q1 | $114K | Sell |
1,782
-7
| -0.4% | -$448 | 0.01% | 394 |
|
|
2019
Q4 | $160K | Sell |
1,789
-584
| -25% | -$52.2K | 0.03% | 401 |
|
|
2019
Q3 | $231K | Sell |
2,373
-1,126
| -32% | -$110K | 0.05% | 337 |
|
|
2019
Q2 | $362K | Sell |
3,499
-592
| -14% | -$61.2K | 0.08% | 187 |
|
|
2019
Q1 | $344K | Buy |
4,091
+10
| +0.2% | +$841 | 0.08% | 156 |
|
|
2018
Q4 | $257K | Buy |
+4,081
| New | +$257K | 0.04% | 261 |
|