Mirabella Financial 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-113,515
| Closed | -$23.1M | – | 256 |
|
2024
Q3 | $23.1M | Buy |
113,515
+3,682
| +3% | +$750K | 1.28% | 16 |
|
2024
Q2 | $19.5M | Buy |
109,833
+24,427
| +29% | +$4.34M | 1.42% | 19 |
|
2024
Q1 | $13.1M | Buy |
+85,406
| New | +$13.1M | 0.95% | 23 |
|
2023
Q3 | – | Sell |
-2,028
| Closed | -$285K | – | 484 |
|
2023
Q2 | $285K | Buy |
+2,028
| New | +$285K | 0.03% | 371 |
|
2023
Q1 | – | Sell |
-3,006
| Closed | -$360K | – | 480 |
|
2022
Q4 | $360K | Buy |
+3,006
| New | +$360K | 0.03% | 231 |
|
2022
Q3 | – | Sell |
-3,781
| Closed | -$398K | – | 436 |
|
2022
Q2 | $398K | Buy |
+3,781
| New | +$398K | 0.04% | 281 |
|
2021
Q3 | – | Sell |
-8,123
| Closed | -$1.01M | – | 477 |
|
2021
Q2 | $1.01M | Buy |
+8,123
| New | +$1.01M | 0.18% | 124 |
|