Freedom Investment Management’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
Q4 | – | Sell |
-2,529
| Closed | -$290K | – | 743 |
|
2022
Q3 | $290K | Hold |
2,529
| – | – | 0.03% | 579 |
|
2022
Q2 | $267K | Buy |
+2,529
| New | +$267K | 0.03% | 610 |
|
2022
Q1 | – | Sell |
-2,808
| Closed | -$361K | – | 852 |
|
2021
Q4 | $361K | Buy |
+2,808
| New | +$361K | 0.03% | 621 |
|
2021
Q2 | – | Sell |
-2,837
| Closed | -$322K | – | 892 |
|
2021
Q1 | $322K | Buy |
+2,837
| New | +$322K | 0.03% | 652 |
|