Cetera Advisor Networks’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $512K | Sell |
3,329
-121
| -4% | -$18.6K | ﹤0.01% | 1921 |
|
|
2023
Q4 | $491K | Buy |
3,450
+427
| +14% | +$60.8K | ﹤0.01% | 1893 |
|
|
2023
Q3 | $391K | Buy |
3,023
+274
| +10% | +$35.4K | ﹤0.01% | 1953 |
|
|
2023
Q2 | $387K | Sell |
2,749
-75
| -3% | -$10.5K | ﹤0.01% | 1903 |
|
|
2023
Q1 | $384K | Sell |
2,824
-306
| -10% | -$41.6K | ﹤0.01% | 1874 |
|
|
2022
Q4 | $375K | Buy |
+3,130
| New | +$375K | ﹤0.01% | 1840 |
|
|
2020
Q3 | – | Sell |
-64
| Closed | -$5K | – | 1984 |
|
|
2020
Q2 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 2978 |
|