Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $15K | Buy |
123
+25
| +26% | +$3.05K | ﹤0.01% | 1054 |
|
|
2021
Q3 | $11K | Buy |
98
+6
| +7% | +$673 | ﹤0.01% | 1169 |
|
|
2021
Q2 | $11K | Buy |
92
+12
| +15% | +$1.44K | ﹤0.01% | 1255 |
|
|
2021
Q1 | $9K | Buy |
80
+6
| +8% | +$675 | ﹤0.01% | 1237 |
|
|
2020
Q4 | $8K | Hold |
74
| – | – | ﹤0.01% | 1165 |
|
|
2020
Q3 | $6K | Buy |
74
+7
| +10% | +$568 | ﹤0.01% | 1154 |
|
|
2020
Q2 | $5K | Buy |
67
+41
| +158% | +$3.06K | ﹤0.01% | 1192 |
|
|
2020
Q1 | $1K | Buy |
26
+8
| +44% | +$308 | ﹤0.01% | 1366 |
|
|
2019
Q4 | $1K | Buy |
18
+3
| +20% | +$167 | ﹤0.01% | 1444 |
|
|
2019
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1415 |
|
|
2019
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1465 |
|
|
2019
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1302 |
|
|
2018
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 1322 |
|
|
2018
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1242 |
|