First Personal Financial Services’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 | $408 | Buy |
+2
| New | +$408 | ﹤0.01% | 409 |
|
2019
Q3 | – | Sell |
-42
| Closed | -$3K | – | 631 |
|
2019
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 637 |
|
2019
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 642 |
|
2018
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 612 |
|
2018
Q3 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 643 |
|
2016
Q3 | – | Sell |
-51
| Closed | -$1K | – | 822 |
|
2016
Q2 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 789 |
|