GWMIA
Global Wealth Management Investment Advisory’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-472
| Closed | -$38K | – | 514 |
|
|
2020
Q2 | $38K | Hold |
472
| – | – | 0.02% | 214 |
|
|
2020
Q1 | $30K | Hold |
472
| – | – | 0.02% | 213 |
|
|
2019
Q4 | $42K | Hold |
472
| – | – | 0.02% | 194 |
|
|
2019
Q3 | $46K | Hold |
472
| – | – | 0.02% | 168 |
|
|
2019
Q2 | $49K | Hold |
472
| – | – | 0.02% | 172 |
|
|
2019
Q1 | $40K | Hold |
472
| – | – | 0.02% | 226 |
|
|
2018
Q4 | $30K | Buy |
+472
| New | +$30K | 0.02% | 254 |
|