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 |
|