Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $44K | Sell |
377
-4
| -1% | -$467 | 0.01% | 724 |
|
|
2021
Q2 | $47K | Hold |
381
| – | – | 0.01% | 611 |
|
|
2021
Q1 | $43K | Hold |
381
| – | – | 0.01% | 532 |
|
|
2020
Q4 | $44K | Hold |
381
| – | – | 0.01% | 436 |
|
|
2020
Q3 | $33K | Sell |
381
-14
| -4% | -$1.21K | 0.01% | 451 |
|
|
2020
Q2 | $32K | Buy |
395
+142
| +56% | +$11.5K | 0.01% | 420 |
|
|
2020
Q1 | $16K | Buy |
253
+10
| +4% | +$632 | 0.01% | 548 |
|
|
2019
Q4 | $21K | Hold |
243
| – | – | 0.01% | 518 |
|
|
2019
Q3 | $23K | Hold |
243
| – | – | 0.01% | 472 |
|
|
2019
Q2 | $25K | Hold |
243
| – | – | 0.01% | 452 |
|
|
2019
Q1 | $20K | Hold |
243
| – | – | 0.01% | 454 |
|
|
2018
Q4 | $15K | Buy |
+243
| New | +$15K | 0.01% | 436 |
|