TD Private Client Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Buy |
+89
| New | +$23K | ﹤0.01% | 965 |
|
|
2024
Q1 | – | Sell |
-34
| Closed | -$4.84K | – | 1239 |
|
|
2023
Q4 | $4.84K | Hold |
34
| – | – | ﹤0.01% | 1118 |
|
|
2023
Q3 | $4.39K | Sell |
34
-21
| -38% | -$2.71K | ﹤0.01% | 1128 |
|
|
2023
Q2 | $7.73K | Hold |
55
| – | – | ﹤0.01% | 1085 |
|
|
2023
Q1 | $7.48K | Sell |
55
-140
| -72% | -$19K | ﹤0.01% | 1070 |
|
|
2022
Q4 | $23.4K | Sell |
195
-2
| -1% | -$240 | ﹤0.01% | 894 |
|
|
2022
Q3 | $22.6K | Sell |
197
-16
| -8% | -$1.83K | ﹤0.01% | 887 |
|
|
2022
Q2 | $22.4K | Buy |
213
+27
| +15% | +$2.85K | ﹤0.01% | 893 |
|
|
2022
Q1 | $23.6K | Sell |
186
-419
| -69% | -$53.1K | ﹤0.01% | 917 |
|
|
2021
Q4 | $77.8K | Buy |
605
+76
| +14% | +$9.77K | ﹤0.01% | 677 |
|
|
2021
Q3 | $62.6K | Sell |
529
-59
| -10% | -$6.99K | ﹤0.01% | 708 |
|
|
2021
Q2 | $73K | Buy |
588
+231
| +65% | +$28.7K | ﹤0.01% | 665 |
|
|
2021
Q1 | $40.6K | Buy |
357
+277
| +346% | +$31.5K | ﹤0.01% | 741 |
|
|
2020
Q4 | $9.37K | Hold |
80
| – | – | ﹤0.01% | 853 |
|
|
2020
Q3 | $7.09K | Sell |
80
-103
| -56% | -$9.13K | ﹤0.01% | 817 |
|
|
2020
Q2 | $14.9K | Hold |
183
| – | – | ﹤0.01% | 758 |
|
|
2020
Q1 | $11.7K | Sell |
183
-68
| -27% | -$4.35K | ﹤0.01% | 748 |
|
|
2019
Q4 | $22.5K | Buy |
+251
| New | +$22.5K | ﹤0.01% | 696 |
|