Fieldpoint Private Securities’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-92
| Closed | -$12K | – | 1595 |
|
2022
Q1 | $12K | Sell |
92
-48
| -34% | -$6.26K | ﹤0.01% | 1017 |
|
2021
Q4 | $18K | Buy |
140
+14
| +11% | +$1.8K | ﹤0.01% | 894 |
|
2021
Q3 | $15K | Hold |
126
| – | – | ﹤0.01% | 908 |
|
2021
Q2 | $15K | Sell |
126
-51
| -29% | -$6.07K | ﹤0.01% | 895 |
|
2021
Q1 | $20K | Buy |
177
+42
| +31% | +$4.75K | ﹤0.01% | 789 |
|
2020
Q4 | $16K | Buy |
+135
| New | +$16K | ﹤0.01% | 758 |
|