Glassman Wealth 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
Q1 | – | Sell |
-27
| Closed | -$3.85K | – | 893 |
|
|
2023
Q4 | $3.85K | Buy |
27
+2
| +8% | +$285 | ﹤0.01% | 1147 |
|
|
2023
Q3 | $3.23K | Hold |
25
| – | – | ﹤0.01% | 1196 |
|
|
2023
Q2 | $3.52K | Sell |
25
-1
| -4% | -$141 | ﹤0.01% | 1091 |
|
|
2023
Q1 | $3.53K | Buy |
26
+4
| +18% | +$544 | ﹤0.01% | 1088 |
|
|
2022
Q4 | $2.64K | Buy |
22
+3
| +16% | +$360 | ﹤0.01% | 1193 |
|
|
2022
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 1225 |
|
|
2022
Q2 | $2K | Buy |
19
+1
| +6% | +$105 | ﹤0.01% | 1243 |
|
|
2022
Q1 | $2K | Sell |
18
-1
| -5% | -$111 | ﹤0.01% | 1233 |
|
|
2021
Q4 | $2K | Buy |
19
+6
| +46% | +$632 | ﹤0.01% | 1203 |
|
|
2021
Q3 | $2K | Buy |
13
+2
| +18% | +$308 | ﹤0.01% | 1171 |
|
|
2021
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 1303 |
|
|
2021
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 1261 |
|
|
2020
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1219 |
|
|
2020
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1165 |
|
|
2020
Q2 | $1K | Sell |
11
-4
| -27% | -$364 | ﹤0.01% | 1032 |
|
|
2020
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 893 |
|