Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,502
| Closed | -$95K | – | 428 |
|
|
2020
Q1 | $95K | Buy |
1,502
+207
| +16% | +$13.1K | 0.06% | 275 |
|
|
2019
Q4 | $115K | Sell |
1,295
-1,270
| -50% | -$113K | 0.06% | 295 |
|
|
2019
Q3 | $227K | Buy |
2,565
+2,534
| +8,174% | +$224K | 0.12% | 191 |
|
|
2019
Q2 | $3K | Sell |
31
-67
| -68% | -$6.48K | ﹤0.01% | 665 |
|
|
2019
Q1 | $8K | Hold |
98
| – | – | 0.01% | 561 |
|
|
2018
Q4 | $6K | Sell |
98
-79
| -45% | -$4.84K | 0.01% | 532 |
|
|
2018
Q3 | $13K | Hold |
177
| – | – | 0.01% | 453 |
|
|
2018
Q2 | $11K | Buy |
+177
| New | +$11K | 0.01% | 563 |
|