AS
AM Squared’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,327
| Closed | -$301K | – | 49 |
|
|
2023
Q3 | $301K | Sell |
2,327
-2,700
| -54% | -$349K | 0.46% | 19 |
|
|
2023
Q2 | $707K | Buy |
5,027
+3,327
| +196% | +$468K | 0.8% | 15 |
|
|
2023
Q1 | $231K | Sell |
1,700
-7,900
| -82% | -$1.07M | 0.18% | 72 |
|
|
2022
Q4 | $1.15M | Buy |
+9,600
| New | +$1.15M | 0.76% | 18 |
|