Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-183
| Closed | -$15K | – | 1752 |
|
|
2020
Q2 | $15K | Buy |
183
+47
| +35% | +$3.85K | ﹤0.01% | 1088 |
|
|
2020
Q1 | $10K | Buy |
136
+121
| +807% | +$8.9K | ﹤0.01% | 1048 |
|
|
2019
Q4 | $1K | Buy |
15
+3
| +25% | +$200 | ﹤0.01% | 1523 |
|
|
2019
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1438 |
|
|
2019
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1464 |
|
|
2019
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1445 |
|
|
2018
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1370 |
|
|
2018
Q3 | $1K | Buy |
12
+6
| +100% | +$500 | ﹤0.01% | 1619 |
|
|
2018
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1673 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 1575 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1425 |
|