Oak Thistle LLC’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
Q1 | – | Sell |
-9,466
| Closed | -$1.35M | – | 402 |
|
|
2023
Q4 | $1.35M | Buy |
+9,466
| New | +$1.35M | 0.39% | 71 |
|
|
2023
Q2 | – | Sell |
-3,991
| Closed | -$542K | – | 437 |
|
|
2023
Q1 | $542K | Buy |
3,991
+1,086
| +37% | +$148K | 0.32% | 119 |
|
|
2022
Q4 | $348K | Buy |
+2,905
| New | +$348K | 0.75% | 44 |
|
|
2022
Q3 | – | Sell |
-2,963
| Closed | -$312K | – | 169 |
|
|
2022
Q2 | $312K | Buy |
+2,963
| New | +$312K | 0.6% | 63 |
|