Stelac Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,909
| Closed | -$550K | – | 132 |
|
|
2023
Q2 | $550K | Sell |
3,909
-222
| -5% | -$31.2K | 0.25% | 78 |
|
|
2023
Q1 | $561K | Hold |
4,131
| – | – | 0.24% | 73 |
|
|
2022
Q4 | $495K | Buy |
4,131
+257
| +7% | +$30.8K | 0.22% | 76 |
|
|
2022
Q3 | $444K | Hold |
3,874
| – | – | 0.2% | 86 |
|
|
2022
Q2 | $408K | Buy |
3,874
+2,655
| +218% | +$280K | 0.16% | 104 |
|
|
2022
Q1 | $155K | Sell |
1,219
-2,624
| -68% | -$334K | 0.06% | 138 |
|
|
2021
Q4 | $494K | Buy |
3,843
+324
| +9% | +$41.6K | 0.13% | 93 |
|
|
2021
Q3 | $417K | Sell |
3,519
-22
| -0.6% | -$2.61K | 0.11% | 138 |
|
|
2021
Q2 | $440K | Buy |
+3,541
| New | +$440K | 0.1% | 137 |
|