Optimal Asset Management’s HEICO Corp HEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$985K Buy
2021
Q2
$1.04M Hold
2021
Q1
$939K Buy
2020
Q4
$842K Sell
2020
Q3
$667K Buy
2020
Q2
$590K Sell
2020
Q1
$687 Buy
2019
Q4
$364K Buy