CVA Family Office’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5K | Buy |
38
+4
| +12% | +$1.31K | ﹤0.01% | 764 |
|
|
2025
Q1 | $9.08K | Buy |
34
+26
| +325% | +$6.95K | ﹤0.01% | 812 |
|
|
2024
Q4 | $1.9K | Buy |
8
+4
| +100% | +$951 | ﹤0.01% | 999 |
|
|
2024
Q3 | $1.05K | Buy |
4
+2
| +100% | +$523 | ﹤0.01% | 1069 |
|
|
2024
Q2 | $447 | Buy |
+2
| New | +$447 | ﹤0.01% | 1245 |
|
|
2023
Q2 | – | Sell |
-5
| Closed | -$855 | – | 1033 |
|
|
2023
Q1 | $855 | Buy |
+5
| New | +$855 | ﹤0.01% | 912 |
|
|
2021
Q3 | – | Sell |
-39
| Closed | -$5K | – | 573 |
|
|
2021
Q2 | $5K | Buy |
+39
| New | +$5K | ﹤0.01% | 764 |
|