WP
WMS Partners’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,177
| Closed | -$794K | – | 286 |
|
|
2021
Q4 | $794K | Buy |
6,177
+2,941
| +91% | +$378K | 0.17% | 88 |
|
|
2021
Q3 | $383K | Buy |
3,236
+723
| +29% | +$85.6K | 0.06% | 182 |
|
|
2021
Q2 | $312K | Hold |
2,513
| – | – | 0.05% | 194 |
|
|
2021
Q1 | $285K | Hold |
2,513
| – | – | 0.06% | 177 |
|
|
2020
Q4 | $294K | Buy |
2,513
+145
| +6% | +$17K | 0.05% | 184 |
|
|
2020
Q3 | $210K | Buy |
+2,368
| New | +$210K | 0.04% | 211 |
|