Private Advisor Group’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,127
| Closed | -$230K | – | 2360 |
|
2024
Q3 | $230K | Buy |
+1,127
| New | +$230K | ﹤0.01% | 2127 |
|
2021
Q1 | – | Sell |
-2,112
| Closed | -$248K | – | 1905 |
|
2020
Q4 | $248K | Buy |
+2,112
| New | +$248K | ﹤0.01% | 1543 |
|
2020
Q3 | – | Sell |
-48
| Closed | -$4K | – | 2384 |
|
2020
Q2 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 3332 |
|