MLM
Mount Lucas Management’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,358
| Closed | -$157K | – | 100 |
|
|
2014
Q3 | $157K | Buy |
3,358
+286
| +9% | +$13.4K | 0.03% | 87 |
|
|
2014
Q2 | $160K | Sell |
3,072
-953
| -24% | -$49.6K | 0.02% | 104 |
|
|
2014
Q1 | $242K | Sell |
4,025
-120
| -3% | -$7.22K | 0.03% | 73 |
|
|
2013
Q4 | $240K | Buy |
+4,145
| New | +$240K | 0.05% | 84 |
|