CAL
Capital Advisors Ltd’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4K | Hold |
13
| – | – | ﹤0.01% | 962 |
|
|
2025
Q1 | $3K | Hold |
13
| – | – | ﹤0.01% | 986 |
|
|
2024
Q4 | $3K | Hold |
13
| – | – | ﹤0.01% | 1009 |
|
|
2024
Q3 | $3K | Hold |
13
| – | – | ﹤0.01% | 997 |
|
|
2024
Q2 | $3K | Hold |
13
| – | – | ﹤0.01% | 989 |
|
|
2024
Q1 | $2K | Buy |
13
+4
| +44% | +$615 | ﹤0.01% | 1045 |
|
|
2023
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 1024 |
|
|
2023
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1141 |
|
|
2023
Q2 | $2K | Sell |
9
-11
| -55% | -$2.44K | ﹤0.01% | 1020 |
|
|
2023
Q1 | $3K | Buy |
20
+6
| +43% | +$900 | ﹤0.01% | 810 |
|
|
2022
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 856 |
|
|
2022
Q3 | $2K | Buy |
14
+11
| +367% | +$1.57K | ﹤0.01% | 856 |
|
|
2022
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1133 |
|
|
2020
Q1 | – | Sell |
-247
| Closed | -$28K | – | 466 |
|
|
2019
Q4 | $28K | Hold |
247
| – | – | 0.01% | 287 |
|
|
2019
Q3 | $31K | Sell |
247
-300
| -55% | -$37.7K | 0.01% | 279 |
|
|
2019
Q2 | $73K | Sell |
547
-1,000
| -65% | -$133K | 0.02% | 245 |
|
|
2019
Q1 | $147K | Hold |
1,547
| – | – | 0.04% | 178 |
|
|
2018
Q4 | $120K | Hold |
1,547
| – | – | 0.04% | 192 |
|
|
2018
Q3 | $143K | Hold |
1,547
| – | – | 0.04% | 180 |
|
|
2018
Q2 | $113K | Buy |
1,547
+309
| +25% | +$22.6K | 0.04% | 168 |
|
|
2018
Q1 | $107K | Buy |
1,238
+247
| +25% | +$21.3K | 0.03% | 174 |
|
|
2017
Q4 | $94K | Hold |
991
| – | – | 0.03% | 180 |
|
|
2017
Q3 | $89K | Hold |
991
| – | – | 0.03% | 177 |
|
|
2017
Q2 | $71K | Buy |
+991
| New | +$71K | 0.03% | 188 |
|