Petrus Trust Company’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,313
| Closed | -$593K | – | 703 |
|
|
2023
Q4 | $593K | Buy |
3,313
+1,398
| +73% | +$250K | 0.06% | 158 |
|
|
2023
Q3 | $310K | Buy |
+1,915
| New | +$310K | 0.03% | 377 |
|
|
2023
Q1 | – | Sell |
-3,150
| Closed | -$484K | – | 614 |
|
|
2022
Q4 | $484K | Buy |
+3,150
| New | +$484K | 0.06% | 100 |
|