BFA
BMS Financial Advisors’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,929
| Closed | -$398K | – | 122 |
|
|
2023
Q1 | $398K | Sell |
2,929
-19
| -0.6% | -$2.58K | 0.28% | 83 |
|
|
2022
Q4 | $353K | Sell |
2,948
-37
| -1% | -$4.43K | 0.23% | 72 |
|
|
2022
Q3 | $342K | Buy |
2,985
+29
| +1% | +$3.32K | 0.24% | 82 |
|
|
2022
Q2 | $312K | Buy |
+2,956
| New | +$312K | 0.2% | 80 |
|
|
2022
Q1 | – | Sell |
-2,944
| Closed | -$385K | – | 105 |
|
|
2021
Q4 | $385K | Buy |
+2,944
| New | +$385K | 0.24% | 77 |
|