ICA Group Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17
| Closed | -$2.42K | – | 1390 |
|
|
2023
Q4 | $2.42K | Buy |
+17
| New | +$2.42K | ﹤0.01% | 1155 |
|
|
2023
Q2 | – | Sell |
-10
| Closed | -$1.36K | – | 1367 |
|
|
2023
Q1 | $1.36K | Buy |
+10
| New | +$1.36K | ﹤0.01% | 1127 |
|
|
2022
Q4 | – | Sell |
-1,776
| Closed | -$204K | – | 1327 |
|
|
2022
Q3 | $204K | Sell |
1,776
-58
| -3% | -$6.66K | 0.04% | 337 |
|
|
2022
Q2 | $244K | Buy |
1,834
+44
| +2% | +$5.85K | 0.05% | 322 |
|
|
2022
Q1 | $216K | Buy |
+1,790
| New | +$216K | 0.04% | 351 |
|