Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-38
| Closed | -$5K | – | 563 |
|
|
2021
Q3 | $5K | Buy |
38
+19
| +100% | +$2.5K | ﹤0.01% | 946 |
|
|
2021
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 921 |
|
|
2021
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 814 |
|
|
2020
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 811 |
|
|
2020
Q3 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 761 |
|