BAM
Bruderman Asset Management’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,571
| Closed | -$241K | – | 67 |
|
|
2022
Q1 | $241K | Buy |
1,571
+1
| +0.1% | +$153 | 0.36% | 62 |
|
|
2021
Q4 | $226K | Hold |
1,570
| – | – | 0.17% | 93 |
|
|
2021
Q3 | $207K | Buy |
1,570
+1
| +0.1% | +$132 | 0.05% | 121 |
|
|
2021
Q2 | $219K | Buy |
+1,569
| New | +$219K | 0.07% | 82 |
|
|
2021
Q1 | – | Sell |
-2,349
| Closed | -$311K | – | 121 |
|
|
2020
Q4 | $311K | Hold |
2,349
| – | – | 0.09% | 88 |
|
|
2020
Q3 | $246K | Buy |
2,349
+1
| +0% | +$105 | 0.08% | 86 |
|
|
2020
Q2 | $237K | Buy |
+2,348
| New | +$237K | 0.08% | 85 |
|
|
2020
Q1 | – | Sell |
-2,347
| Closed | -$281K | – | 91 |
|
|
2019
Q4 | $281K | Sell |
2,347
-219,612
| -99% | -$26.3M | 0.09% | 86 |
|
|
2019
Q3 | $27M | Sell |
221,959
-999
| -0.4% | -$122K | 6.82% | 1 |
|
|
2019
Q2 | $29.8M | Sell |
222,958
-13,391
| -6% | -$1.79M | 7.04% | 1 |
|
|
2019
Q1 | $22.4M | Sell |
236,349
-482
| -0.2% | -$45.7K | 4.92% | 1 |
|
|
2018
Q4 | $18.4M | Buy |
236,831
+57,726
| +32% | +$4.47M | 4.73% | 1 |
|
|
2018
Q3 | $16.6M | Buy |
179,105
+1
| +0% | +$93 | 3.81% | 2 |
|
|
2018
Q2 | $13.1M | Buy |
179,104
+35,821
| +25% | +$2.61M | 3.18% | 6 |
|
|
2018
Q1 | $12.4M | Buy |
+143,283
| New | +$12.4M | 2.98% | 8 |
|