Piedmont Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,903
| Closed | -$441K | – | 302 |
|
|
2020
Q1 | $441K | Buy |
6,903
+1,221
| +21% | +$78K | 0.02% | 463 |
|
|
2019
Q4 | $509K | Buy |
5,682
+34
| +0.6% | +$3.05K | 0.02% | 507 |
|
|
2019
Q3 | $550K | Buy |
5,648
+56
| +1% | +$5.45K | 0.02% | 479 |
|
|
2019
Q2 | $578K | Buy |
5,592
+143
| +3% | +$14.8K | 0.02% | 482 |
|
|
2019
Q1 | $458K | Sell |
5,449
-57
| -1% | -$4.79K | 0.02% | 574 |
|
|
2018
Q4 | $347K | Buy |
5,506
+22
| +0.4% | +$1.39K | 0.02% | 635 |
|
|
2018
Q3 | $414K | Buy |
+5,484
| New | +$414K | 0.02% | 618 |
|