Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,293
| Closed | -$291K | – | 518 |
|
|
2022
Q1 | $291K | Sell |
2,293
-11
| -0.5% | -$1.4K | 0.03% | 412 |
|
|
2021
Q4 | $296K | Buy |
2,304
+72
| +3% | +$9.25K | 0.03% | 430 |
|
|
2021
Q3 | $264K | Buy |
2,232
+102
| +5% | +$12.1K | 0.03% | 450 |
|
|
2021
Q2 | $265K | Buy |
+2,130
| New | +$265K | 0.03% | 444 |
|
|
2021
Q1 | – | Sell |
-1,978
| Closed | -$232K | – | 201 |
|
|
2020
Q4 | $232K | Buy |
+1,978
| New | +$232K | 0.03% | 416 |
|