Disciplined Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3
| Closed | -$422 | – | 718 |
|
|
2023
Q2 | $422 | Hold |
3
| – | – | ﹤0.01% | 1284 |
|
|
2023
Q1 | $408 | Sell |
3
-3
| -50% | -$408 | ﹤0.01% | 1297 |
|
|
2022
Q4 | $719 | Hold |
6
| – | – | ﹤0.01% | 1034 |
|
|
2022
Q3 | $1K | Buy |
6
+2
| +50% | +$333 | ﹤0.01% | 934 |
|
|
2022
Q2 | $0 | Sell |
4
-1
| -20% | – | ﹤0.01% | 1409 |
|
|
2022
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1006 |
|