Lincoln National Corp’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
Q2 | – | Sell |
-1,399
| Closed | -$215K | – | 487 |
|
2024
Q1 | $215K | Sell |
1,399
-1,305
| -48% | -$201K | ﹤0.01% | 1118 |
|
2023
Q4 | $385K | Buy |
2,704
+287
| +12% | +$40.9K | 0.01% | 773 |
|
2023
Q3 | $312K | Buy |
2,417
+4
| +0.2% | +$517 | 0.01% | 766 |
|
2023
Q2 | $339K | Buy |
2,413
+154
| +7% | +$21.7K | 0.01% | 747 |
|
2023
Q1 | $307K | Buy |
2,259
+168
| +8% | +$22.8K | 0.01% | 761 |
|
2022
Q4 | $251K | Buy |
+2,091
| New | +$251K | 0.01% | 787 |
|