Global Retirement Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.6K | Buy |
+157
| New | +$40.6K | ﹤0.01% | 1890 |
|
|
2024
Q4 | $30K | Sell |
161
-14
| -8% | -$2.61K | ﹤0.01% | 1864 |
|
|
2024
Q3 | $35.7K | Sell |
175
-8
| -4% | -$1.63K | ﹤0.01% | 1722 |
|
|
2024
Q2 | $32.5K | Buy |
183
+84
| +85% | +$14.9K | ﹤0.01% | 1752 |
|
|
2024
Q1 | $15.2K | Hold |
99
| – | – | ﹤0.01% | 1927 |
|
|
2023
Q4 | $13.3K | Buy |
99
+34
| +52% | +$4.57K | ﹤0.01% | 1943 |
|
|
2023
Q3 | $8.34K | Hold |
65
| – | – | ﹤0.01% | 2023 |
|
|
2023
Q2 | $9.14K | Hold |
65
| – | – | ﹤0.01% | 1996 |
|
|
2023
Q1 | $8.88K | Hold |
65
| – | – | ﹤0.01% | 1963 |
|
|
2022
Q4 | $7.79K | Buy |
65
+7
| +12% | +$839 | ﹤0.01% | 1870 |
|
|
2022
Q3 | $7K | Sell |
58
-10
| -15% | -$1.21K | ﹤0.01% | 1806 |
|
|
2022
Q2 | $7K | Hold |
68
| – | – | ﹤0.01% | 1770 |
|
|
2022
Q1 | $7K | Buy |
68
+14
| +26% | +$1.44K | ﹤0.01% | 1767 |
|
|
2021
Q4 | $7K | Hold |
54
| – | – | 0.01% | 169 |
|
|
2021
Q3 | $6K | Sell |
54
-14
| -21% | -$1.56K | ﹤0.01% | 1559 |
|
|
2021
Q2 | $8K | Sell |
68
-13
| -16% | -$1.53K | ﹤0.01% | 1440 |
|
|
2021
Q1 | $9K | Hold |
81
| – | – | ﹤0.01% | 1313 |
|
|
2020
Q4 | $9K | Hold |
81
| – | – | ﹤0.01% | 1285 |
|
|
2020
Q3 | $7K | Hold |
81
| – | – | ﹤0.01% | 1240 |
|
|
2020
Q2 | $7K | Buy |
81
+39
| +93% | +$3.37K | ﹤0.01% | 1203 |
|
|
2020
Q1 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 1331 |
|