Ellevest Inc’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
Q1 | – | Sell |
-142
| Closed | -$17K | – | 1982 |
|
|
2022
Q4 | $17K | Hold |
142
| – | – | ﹤0.01% | 899 |
|
|
2022
Q3 | $16K | Sell |
142
-298
| -68% | -$33.6K | ﹤0.01% | 875 |
|
|
2022
Q2 | $46K | Buy |
440
+246
| +127% | +$25.7K | ﹤0.01% | 583 |
|
|
2022
Q1 | $25K | Hold |
194
| – | – | ﹤0.01% | 686 |
|
|
2021
Q4 | $25K | Hold |
194
| – | – | ﹤0.01% | 667 |
|
|
2021
Q3 | $23K | Sell |
194
-204
| -51% | -$24.2K | ﹤0.01% | 640 |
|
|
2021
Q2 | $49K | Buy |
398
+204
| +105% | +$25.1K | ﹤0.01% | 480 |
|
|
2021
Q1 | $22K | Sell |
194
-34
| -15% | -$3.86K | ﹤0.01% | 636 |
|
|
2020
Q4 | $27K | Buy |
228
+34
| +18% | +$4.03K | ﹤0.01% | 569 |
|
|
2020
Q3 | $17K | Hold |
194
| – | – | ﹤0.01% | 553 |
|
|
2020
Q2 | $16K | Hold |
194
| – | – | ﹤0.01% | 521 |
|
|
2020
Q1 | $12K | Hold |
194
| – | – | ﹤0.01% | 524 |
|
|
2019
Q4 | $17K | Buy |
+194
| New | +$17K | ﹤0.01% | 445 |
|