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Kaizen Advisory’s HEICO Class A HEI.A Stock Holding History

Kaizen Advisory’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$808K Sell
12,833
-2,493
-16% -$157K 0.56% 33
2018
Q3 		$1.16M Buy
+15,326
New +$1.16M 0.6% 19
2018
Q1 		– Sell
-14,274
Closed -$1.13M – 598
2017
Q4 		$1.13M Buy
+14,274
New +$1.13M 0.67% 68