AWM
Avior Wealth Management’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Buy |
+2,190
| New | +$567K | 0.02% | 403 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$186 | – | 1430 |
|
|
2024
Q4 | $186 | Buy |
+1
| New | +$186 | ﹤0.01% | 2373 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | -$153 | – | 2895 |
|
|
2024
Q1 | $153 | Buy |
+1
| New | +$153 | ﹤0.01% | 2993 |
|
|
2021
Q1 | – | Sell |
-4,010
| Closed | -$469K | – | 1073 |
|
|
2020
Q4 | $469K | Hold |
4,010
| – | – | 0.06% | 280 |
|
|
2020
Q3 | $355K | Buy |
4,010
+250
| +7% | +$22.1K | 0.05% | 306 |
|
|
2020
Q2 | $305K | Buy |
3,760
+470
| +14% | +$38.1K | 0.05% | 328 |
|
|
2020
Q1 | $210K | Buy |
+3,290
| New | +$210K | 0.04% | 335 |
|