Laird Norton Wetherby Wealth Management’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,561
| Closed | -$201K | – | 931 |
|
|
2021
Q4 | $201K | Buy |
+1,561
| New | +$201K | 0.01% | 854 |
|
|
2021
Q3 | – | Sell |
-1,638
| Closed | -$204K | – | 912 |
|
|
2021
Q2 | $204K | Sell |
1,638
-373
| -19% | -$46.5K | 0.01% | 852 |
|
|
2021
Q1 | $229K | Sell |
2,011
-1,223
| -38% | -$139K | 0.02% | 703 |
|
|
2020
Q4 | $379K | Buy |
+3,234
| New | +$379K | 0.03% | 550 |
|