Lloyd Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,896
| Closed | -$240K | – | 286 |
|
|
2022
Q1 | $240K | Buy |
1,896
+207
| +12% | +$26.2K | 0.11% | 76 |
|
|
2021
Q4 | $217K | Buy |
1,689
+328
| +24% | +$42.1K | 0.1% | 77 |
|
|
2021
Q3 | $161K | Buy |
1,361
+611
| +81% | +$72.3K | 0.08% | 96 |
|
|
2021
Q2 | $93K | Buy |
750
+213
| +40% | +$26.4K | 0.05% | 123 |
|
|
2021
Q1 | $61K | Buy |
537
+468
| +678% | +$53.2K | 0.03% | 127 |
|
|
2020
Q4 | $8K | Sell |
69
-7
| -9% | -$812 | ﹤0.01% | 212 |
|
|
2020
Q3 | $7K | Buy |
+76
| New | +$7K | ﹤0.01% | 204 |
|