Prelude Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,145
| Closed | -$331K | – | 1592 |
|
|
2022
Q2 | $331K | Buy |
+3,145
| New | +$331K | 0.01% | 865 |
|
|
2021
Q1 | – | Sell |
-2,026
| Closed | -$237K | – | 1228 |
|
|
2020
Q4 | $237K | Buy |
+2,026
| New | +$237K | 0.01% | 603 |
|
|
2020
Q3 | – | Sell |
-371
| Closed | -$30K | – | 1568 |
|
|
2020
Q2 | $30K | Buy |
+371
| New | +$30K | ﹤0.01% | 883 |
|
|
2020
Q1 | – | Sell |
-2,451
| Closed | -$219K | – | 1190 |
|
|
2019
Q4 | $219K | Buy |
2,451
+2,101
| +600% | +$188K | 0.01% | 518 |
|
|
2019
Q3 | $34K | Hold |
350
| – | – | ﹤0.01% | 853 |
|
|
2019
Q2 | $36K | Hold |
350
| – | – | ﹤0.01% | 850 |
|
|
2019
Q1 | $29K | Buy |
+350
| New | +$29K | ﹤0.01% | 901 |
|
|
2015
Q4 | – | Sell |
-2,637
| Closed | -$61K | – | 1461 |
|
|
2015
Q3 | $61K | Buy |
+2,637
| New | +$61K | 0.01% | 921 |
|