OAM
Optimal Asset Management’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $985K | Buy |
7,472
+9
| +0.1% | +$1.19K | 0.12% | 234 |
|
|
2021
Q2 | $1.04M | Hold |
7,463
| – | – | 0.12% | 235 |
|
|
2021
Q1 | $939K | Buy |
7,463
+1,100
| +17% | +$138K | 0.12% | 241 |
|
|
2020
Q4 | $842K | Sell |
6,363
-9
| -0.1% | -$1.19K | 0.12% | 264 |
|
|
2020
Q3 | $667K | Buy |
6,372
+455
| +8% | +$47.6K | 0.1% | 300 |
|
|
2020
Q2 | $590K | Sell |
5,917
-3,294
| -36% | -$328K | 0.1% | 306 |
|
|
2020
Q1 | $687 | Buy |
9,211
+6,019
| +189% | +$449 | 0.06% | 329 |
|
|
2019
Q4 | $364K | Buy |
+3,192
| New | +$364K | 0.06% | 354 |
|