Ten Capital Wealth Advisors’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
Q2 | – | Sell |
-65
| Closed | -$8.83K | – | 337 |
|
2023
Q1 | $8.83K | Hold |
65
| – | – | ﹤0.01% | 376 |
|
2022
Q4 | $7.79K | Hold |
65
| – | – | ﹤0.01% | 337 |
|
2022
Q3 | $7K | Buy |
+65
| New | +$7K | ﹤0.01% | 362 |
|
2022
Q1 | – | Sell |
-355
| Closed | -$46K | – | 505 |
|
2021
Q4 | $46K | Buy |
+355
| New | +$46K | 0.02% | 140 |
|