Schubert & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8
| Closed | -$1.09K | – | 674 |
|
|
2023
Q1 | $1.09K | Sell |
8
-5
| -38% | -$680 | ﹤0.01% | 1161 |
|
|
2022
Q4 | $1.56K | Sell |
13
-4
| -24% | -$479 | ﹤0.01% | 995 |
|
|
2022
Q3 | $2K | Buy |
17
+3
| +21% | +$353 | ﹤0.01% | 812 |
|
|
2022
Q2 | $1K | Buy |
14
+8
| +133% | +$571 | ﹤0.01% | 1118 |
|
|
2022
Q1 | $1K | Buy |
6
+1
| +20% | +$167 | ﹤0.01% | 720 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 673 |
|