PIA
Perennial Investment Advisors’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,250
| Closed | -$659K | – | 217 |
|
|
2022
Q2 | $659K | Hold |
6,250
| – | – | 0.26% | 78 |
|
|
2022
Q1 | $793K | Hold |
6,250
| – | – | 0.25% | 78 |
|
|
2021
Q4 | $803K | Hold |
6,250
| – | – | 0.25% | 80 |
|
|
2021
Q3 | $740K | Buy |
+6,250
| New | +$740K | 0.26% | 86 |
|
|
2021
Q2 | – | Sell |
-6,250
| Closed | -$710K | – | 222 |
|
|
2021
Q1 | $710K | Hold |
6,250
| – | – | 0.28% | 76 |
|
|
2020
Q4 | $732K | Hold |
6,250
| – | – | 0.31% | 71 |
|
|
2020
Q3 | $554K | Sell |
6,250
-195
| -3% | -$17.3K | 0.28% | 77 |
|
|
2020
Q2 | $524K | Hold |
6,445
| – | – | 0.35% | 64 |
|
|
2020
Q1 | $411K | Buy |
6,445
+195
| +3% | +$12.4K | 0.37% | 58 |
|
|
2019
Q4 | $560K | Buy |
+6,250
| New | +$560K | 0.44% | 56 |
|