Gradient Investments’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6
| Closed | -$855 | – | 1492 |
|
|
2023
Q4 | $855 | Hold |
6
| – | – | ﹤0.01% | 1475 |
|
|
2023
Q3 | $775 | Sell |
6
-10
| -63% | -$1.29K | ﹤0.01% | 1450 |
|
|
2023
Q2 | $2.25K | Buy |
+16
| New | +$2.25K | ﹤0.01% | 1130 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$599 | – | 1568 |
|
|
2022
Q4 | $599 | Buy |
+5
| New | +$599 | ﹤0.01% | 1280 |
|