First Foundation 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-17,463
| Closed | -$1.84M | – | 398 |
|
|
2022
Q2 | $1.84M | Buy |
17,463
+1,184
| +7% | +$125K | 0.08% | 126 |
|
|
2022
Q1 | $2.07M | Buy |
16,279
+2,884
| +22% | +$366K | 0.07% | 131 |
|
|
2021
Q4 | $1.72M | Buy |
13,395
+1,592
| +13% | +$205K | 0.06% | 151 |
|
|
2021
Q3 | $1.4M | Buy |
11,803
+1,990
| +20% | +$236K | 0.05% | 167 |
|
|
2021
Q2 | $1.22M | Buy |
9,813
+825
| +9% | +$102K | 0.05% | 193 |
|
|
2021
Q1 | $1.02M | Buy |
8,988
+2,426
| +37% | +$276K | 0.04% | 198 |
|
|
2020
Q4 | $768K | Buy |
+6,562
| New | +$768K | 0.03% | 217 |
|