FC
Financial Consulate’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,223
| Closed | -$438K | – | 72 |
|
|
2023
Q1 | $438K | Sell |
3,223
-1,397
| -30% | -$190K | 0.15% | 81 |
|
|
2022
Q4 | $554K | Buy |
4,620
+121
| +3% | +$14.5K | 0.19% | 65 |
|
|
2022
Q3 | $516K | Buy |
4,499
+164
| +4% | +$18.8K | 0.22% | 53 |
|
|
2022
Q2 | $457K | Buy |
4,335
+775
| +22% | +$81.7K | 0.21% | 68 |
|
|
2022
Q1 | $452K | Buy |
3,560
+124
| +4% | +$15.7K | 0.17% | 74 |
|
|
2021
Q4 | $442K | Buy |
3,436
+858
| +33% | +$110K | 0.15% | 83 |
|
|
2021
Q3 | $305K | Buy |
2,578
+286
| +12% | +$33.8K | 0.11% | 101 |
|
|
2021
Q2 | $285K | Buy |
2,292
+301
| +15% | +$37.4K | 0.1% | 101 |
|
|
2021
Q1 | $226K | Buy |
+1,991
| New | +$226K | 0.09% | 107 |
|