DWM
Doyle Wealth Management’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $756K | Hold |
6,600
| – | – | 0.06% | 112 |
|
|
2022
Q2 | $696K | Hold |
6,600
| – | – | 0.06% | 119 |
|
|
2022
Q1 | $837K | Hold |
6,600
| – | – | 0.06% | 125 |
|
|
2021
Q4 | $848K | Sell |
6,600
-400
| -6% | -$51.4K | 0.06% | 119 |
|
|
2021
Q3 | $829K | Hold |
7,000
| – | – | 0.07% | 120 |
|
|
2021
Q2 | $869K | Sell |
7,000
-3,623
| -34% | -$450K | 0.07% | 116 |
|
|
2021
Q1 | $1.21M | Hold |
10,623
| – | – | 0.12% | 96 |
|
|
2020
Q4 | $1.24M | Hold |
10,623
| – | – | 0.13% | 93 |
|
|
2020
Q3 | $942K | Hold |
10,623
| – | – | 0.11% | 94 |
|
|
2020
Q2 | $863K | Hold |
10,623
| – | – | 0.11% | 91 |
|
|
2020
Q1 | $679K | Hold |
10,623
| – | – | 0.11% | 89 |
|
|
2019
Q4 | $951K | Hold |
10,623
| – | – | 0.12% | 84 |
|
|
2019
Q3 | $1.03M | Buy |
+10,623
| New | +$1.03M | 0.14% | 79 |
|