PWS
Precision Wealth Strategies’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,266
| Closed | -$391K | – | 89 |
|
|
2022
Q4 | $391K | Sell |
3,266
-24
| -0.7% | -$2.88K | 0.41% | 54 |
|
|
2022
Q3 | $410K | Sell |
3,290
-606
| -16% | -$75.5K | 0.36% | 56 |
|
|
2022
Q2 | $417K | Buy |
3,896
+174
| +5% | +$18.6K | 0.33% | 63 |
|
|
2022
Q1 | $472K | Sell |
3,722
-323
| -8% | -$41K | 0.28% | 76 |
|
|
2021
Q4 | $520K | Buy |
4,045
+190
| +5% | +$24.4K | 0.37% | 78 |
|
|
2021
Q3 | $457K | Buy |
3,855
+1,026
| +36% | +$122K | 0.35% | 67 |
|
|
2021
Q2 | $351K | Buy |
2,829
+351
| +14% | +$43.5K | 0.3% | 68 |
|
|
2021
Q1 | $282K | Buy |
2,478
+588
| +31% | +$66.9K | 0.27% | 60 |
|
|
2020
Q4 | $221K | Buy |
+1,890
| New | +$221K | 0.24% | 50 |
|