Bogart Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.76K | Hold |
30
| – | – | ﹤0.01% | 835 |
|
|
2025
Q1 | $6.33K | Sell |
30
-36
| -55% | -$7.6K | ﹤0.01% | 851 |
|
|
2024
Q4 | $12.3K | Buy |
66
+2
| +3% | +$372 | ﹤0.01% | 680 |
|
|
2024
Q3 | $13K | Buy |
64
+34
| +113% | +$6.93K | ﹤0.01% | 633 |
|
|
2024
Q2 | $5.33K | Hold |
30
| – | – | ﹤0.01% | 775 |
|
|
2024
Q1 | $4.62K | Hold |
30
| – | – | ﹤0.01% | 782 |
|
|
2023
Q4 | $4.27K | Hold |
30
| – | – | ﹤0.01% | 783 |
|
|
2023
Q3 | $3.88K | Hold |
30
| – | – | ﹤0.01% | 779 |
|
|
2023
Q2 | $4.22K | Hold |
30
| – | – | ﹤0.01% | 752 |
|
|
2023
Q1 | $4.08K | Buy |
+30
| New | +$4.08K | ﹤0.01% | 760 |
|