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Baldwin Wealth Partners’s HEICO Class A HEI.A Stock Holding History

Baldwin Wealth Partners’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,967
Closed -$605K – 575
2024
Q3 		$605K Buy
+2,967
New +$605K 0.04% 179