LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-25
| Closed | -$4K | – | 669 |
|
|
2021
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 667 |
|
|
2021
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 685 |
|
|
2021
Q2 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 796 |
|
|
2021
Q1 | – | Sell |
-21
| Closed | -$3K | – | 477 |
|
|
2020
Q4 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 726 |
|