Crewe Advisors’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
Q3 | – | Sell |
-170
| Closed | -$30.2K | – | 834 |
|
|
2024
Q2 | $30.2K | Buy |
170
+124
| +270% | +$22K | ﹤0.01% | 474 |
|
|
2024
Q1 | $7.08K | Buy |
+46
| New | +$7.08K | ﹤0.01% | 673 |
|
|
2022
Q4 | – | Sell |
-48
| Closed | -$6K | – | 1125 |
|
|
2022
Q3 | $6K | Hold |
48
| – | – | ﹤0.01% | 798 |
|
|
2022
Q2 | $5K | Buy |
+48
| New | +$5K | ﹤0.01% | 757 |
|