Kingswood Wealth Advisors’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
Q4 | – | Sell |
-1,253
| Closed | -$255K | – | 843 |
|
|
2024
Q3 | $255K | Buy |
+1,253
| New | +$255K | 0.02% | 614 |
|
|
2024
Q2 | – | Sell |
-1,553
| Closed | -$239K | – | 690 |
|
|
2024
Q1 | $239K | Sell |
1,553
-745
| -32% | -$115K | 0.03% | 543 |
|
|
2023
Q4 | $327K | Sell |
2,298
-1,890
| -45% | -$269K | 0.04% | 445 |
|
|
2023
Q3 | $541K | Buy |
+4,188
| New | +$541K | 0.09% | 231 |
|