Simplicity Solutions’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $221K | Buy |
+1,550
| New | +$221K | 0.01% | 943 |
|
|
2021
Q1 | – | Sell |
-75,285
| Closed | -$8.81M | – | 694 |
|
|
2020
Q4 | $8.81M | Buy |
75,285
+21,867
| +41% | +$2.56M | 0.13% | 157 |
|
|
2020
Q3 | $4.74M | Buy |
53,418
+18,728
| +54% | +$1.66M | 0.09% | 199 |
|
|
2020
Q2 | $2.82M | Buy |
34,690
+21,719
| +167% | +$1.76M | 0.06% | 247 |
|
|
2020
Q1 | $829K | Buy |
12,971
+6,143
| +90% | +$393K | 0.03% | 386 |
|
|
2019
Q4 | $611K | Buy |
+6,828
| New | +$611K | 0.02% | 492 |
|
|
2019
Q1 | – | Sell |
-3,557
| Closed | -$224K | – | 772 |
|
|
2018
Q4 | $224K | Buy |
+3,557
| New | +$224K | 0.03% | 534 |
|