BOSSRA
B.O.S.S. Retirement Advisors’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,452
| Closed | -$1.35M | – | 170 |
|
|
2023
Q4 | $1.35M | Sell |
9,452
-245
| -3% | -$34.9K | 0.26% | 132 |
|
|
2023
Q3 | $1.25M | Sell |
9,697
-547
| -5% | -$70.7K | 0.27% | 148 |
|
|
2023
Q2 | $1.44M | Buy |
10,244
+341
| +3% | +$47.9K | 0.31% | 140 |
|
|
2023
Q1 | $1.35M | Sell |
9,903
-9,413
| -49% | -$1.28M | 0.32% | 125 |
|
|
2022
Q4 | $2.32M | Buy |
+19,316
| New | +$2.32M | 0.59% | 49 |
|