Kelly Financial Services’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
Q3
Hold
0
-$56 357
2024
Q2
Sell
-130
Closed -$20K 766
2024
Q1
$20K Sell
130
-255
-66% -$39.2K 0.01% 325
2023
Q4
$54.8K Buy
385
+27
+8% +$3.84K 0.02% 193
2023
Q3
$46.2K Sell
358
-67
-16% -$8.65K 0.02% 192
2023
Q2
$59.8K Buy
425
+32
+8% +$4.5K 0.03% 168
2023
Q1
$53.3K Sell
393
-445
-53% -$60.4K 0.03% 177
2022
Q4
$100K Buy
838
+196
+31% +$23.5K 0.05% 124
2022
Q3
$73.6K Sell
642
-76
-11% -$8.71K 0.04% 128
2022
Q2
$75.6K Sell
718
-69
-9% -$7.27K 0.04% 132
2022
Q1
$99.8K Sell
787
-79
-9% -$10K 0.05% 124
2021
Q4
$111K Buy
866
+391
+82% +$50.3K 0.05% 122
2021
Q3
$56.3K Sell
475
-44,235
-99% -$5.24M 0.03% 143
2021
Q2
$360K Buy
44,710
+44,651
+75,680% +$360K 0.01% 225
2021
Q1
$6.71K Sell
59
-2
-3% -$227 ﹤0.01% 357
2020
Q4
$7.14K Buy
+61
New +$7.14K ﹤0.01% 326