Jade Capital Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,000
| Closed | -$2.65M | – | 78 |
|
|
2023
Q2 | $2.65M | Buy |
+15,000
| New | +$2.65M | 2.07% | 19 |
|
|
2021
Q2 | – | Sell |
-7,500
| Closed | -$944K | – | 80 |
|
|
2021
Q1 | $944K | Sell |
7,500
-20,000
| -73% | -$2.52M | 0.38% | 53 |
|
|
2020
Q4 | $3.64M | Buy |
+27,500
| New | +$3.64M | 2.69% | 11 |
|