BAM
Bruderman Asset Management’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-141,047
| Closed | -$13.2M | – | 104 |
|
|
2019
Q3 | $13.2M | Hold |
141,047
| – | – | 3.34% | 4 |
|
|
2019
Q2 | $14.6M | Hold |
141,047
| – | – | 3.44% | 6 |
|
|
2019
Q1 | $11.9M | Hold |
141,047
| – | – | 2.6% | 9 |
|
|
2018
Q4 | $8.89M | Buy |
141,047
+41,210
| +41% | +$2.6M | 2.29% | 12 |
|
|
2018
Q3 | $7.54M | Sell |
99,837
-1
| -0% | -$76 | 1.73% | 16 |
|
|
2018
Q2 | $6.09M | Buy |
99,838
+19,968
| +25% | +$1.22M | 1.48% | 20 |
|
|
2018
Q1 | $5.67M | Buy |
+79,870
| New | +$5.67M | 1.36% | 24 |
|