FinTrust Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $26.9K | Sell |
132
-14
| -10% | -$2.85K | ﹤0.01% | 744 |
|
|
2024
Q2 | $25.9K | Buy |
146
+116
| +387% | +$20.6K | ﹤0.01% | 689 |
|
|
2024
Q1 | $4.62K | Hold |
30
| – | – | ﹤0.01% | 987 |
|
|
2023
Q4 | $4.27K | Sell |
30
-4
| -12% | -$570 | ﹤0.01% | 968 |
|
|
2023
Q3 | $4.39K | Sell |
34
-22
| -39% | -$2.84K | ﹤0.01% | 901 |
|
|
2023
Q2 | $6.71K | Hold |
56
| – | – | ﹤0.01% | 819 |
|
|
2023
Q1 | $6.71K | Hold |
56
| – | – | ﹤0.01% | 815 |
|
|
2022
Q4 | $6.71K | Hold |
56
| – | – | ﹤0.01% | 817 |
|
|
2022
Q3 | $7K | Hold |
56
| – | – | ﹤0.01% | 955 |
|
|
2022
Q2 | $6K | Hold |
56
| – | – | ﹤0.01% | 1000 |
|
|
2022
Q1 | $7K | Hold |
56
| – | – | ﹤0.01% | 1012 |
|
|
2021
Q4 | $7K | Hold |
56
| – | – | ﹤0.01% | 967 |
|
|
2021
Q3 | $7K | Hold |
56
| – | – | ﹤0.01% | 961 |
|
|
2021
Q2 | $7K | Hold |
56
| – | – | ﹤0.01% | 981 |
|
|
2021
Q1 | $6K | Sell |
56
-9
| -14% | -$964 | ﹤0.01% | 986 |
|
|
2020
Q4 | $8K | Hold |
65
| – | – | ﹤0.01% | 881 |
|
|
2020
Q3 | $6 | Hold |
65
| – | – | ﹤0.01% | 925 |
|
|
2020
Q2 | $5K | Hold |
65
| – | – | ﹤0.01% | 821 |
|
|
2020
Q1 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 898 |
|