BMS Financial Advisors, LLC
- SEC CIK
- 0001928041
- Latest filing
- Jul 31, 2023
HEI.A holding history
Heico Corp in every 13F filed by BMS Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HEI.A overviewAll 13F holders of HEI.AFull Q2 2023 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −2,929−100.0% | Sold out | Holders |
| Q1 2023 | 2,929 | $398.1K | 0.3% | −19−0.6% | Reduced | Holders |
| Q4 2022 | 2,948 | $353.3K | 0.2% | −37−1.2% | Reduced | Holders |
| Q3 2022 | 2,985 | $342.0K | 0.2% | +29+1.0% | Added | Holders |
| Q2 2022 | 2,956 | $312.0K | 0.2% | +2,956 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −2,944−100.0% | Sold out | Holders |
| Q4 2021 | 2,944 | $385.0K | 0.2% | – | No prior filing | Holders |