JSA
Jacobson & Schmitt Advisors’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-71,724
| Closed | -$9.22M | – | 66 |
|
|
2021
Q4 | $9.22M | Buy |
71,724
+1,137
| +2% | +$146K | 2.23% | 22 |
|
|
2021
Q3 | $8.36M | Sell |
70,587
-628
| -0.9% | -$74.4K | 2.3% | 23 |
|
|
2021
Q2 | $8.84M | Buy |
71,215
+754
| +1% | +$93.6K | 2.5% | 22 |
|
|
2021
Q1 | $8M | Buy |
70,461
+3,969
| +6% | +$451K | 2.59% | 21 |
|
|
2020
Q4 | $7.78M | Buy |
66,492
+2,747
| +4% | +$322K | 2.64% | 21 |
|
|
2020
Q3 | $5.65M | Buy |
+63,745
| New | +$5.65M | 2.15% | 22 |
|