Wolff Wiese Magana’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-296
| Closed | -$34K | – | 866 |
|
2022
Q3 | $34K | Hold |
296
| – | – | 0.03% | 296 |
|
2022
Q2 | $31K | Sell |
296
-39
| -12% | -$4.08K | 0.02% | 327 |
|
2022
Q1 | $42K | Hold |
335
| – | – | 0.03% | 299 |
|
2021
Q4 | $43K | Sell |
335
-44
| -12% | -$5.65K | 0.03% | 304 |
|
2021
Q3 | $45K | Hold |
379
| – | – | 0.03% | 292 |
|
2021
Q2 | $47K | Hold |
379
| – | – | 0.03% | 286 |
|
2021
Q1 | $43K | Hold |
379
| – | – | 0.03% | 302 |
|
2020
Q4 | $44K | Buy |
+379
| New | +$44K | 0.04% | 282 |
|