TCI Wealth Advisors’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20
| Closed | -$2.72K | – | 1062 |
|
|
2023
Q1 | $2.72K | Buy |
20
+1
| +5% | +$136 | ﹤0.01% | 1892 |
|
|
2022
Q4 | $2.28K | Buy |
19
+7
| +58% | +$839 | ﹤0.01% | 1944 |
|
|
2022
Q3 | $1K | Buy |
12
+2
| +20% | +$167 | ﹤0.01% | 2093 |
|
|
2022
Q2 | $1K | Sell |
10
-2
| -17% | -$200 | ﹤0.01% | 2143 |
|
|
2022
Q1 | $2K | Sell |
12
-33
| -73% | -$5.5K | ﹤0.01% | 1983 |
|
|
2021
Q4 | $6K | Buy |
45
+5
| +13% | +$667 | ﹤0.01% | 1538 |
|
|
2021
Q3 | $5K | Sell |
40
-7
| -15% | -$875 | ﹤0.01% | 1578 |
|
|
2021
Q2 | $6K | Buy |
47
+28
| +147% | +$3.57K | ﹤0.01% | 1298 |
|
|
2021
Q1 | $2K | Buy |
19
+5
| +36% | +$526 | ﹤0.01% | 1742 |
|
|
2020
Q4 | $2K | Buy |
14
+11
| +367% | +$1.57K | ﹤0.01% | 1192 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1560 |
|
|
2020
Q2 | $0 | Sell |
3
-33
| -92% | – | ﹤0.01% | 1526 |
|
|
2020
Q1 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 860 |
|