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Ballentine Partners’s HEICO HEI Stock Holding History

Ballentine Partners’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,492
Closed -$242K – 702
2023
Q3 		$242K Buy
1,492
+97
+7% +$15.7K 0.01% 495
2023
Q2 		$247K Buy
+1,395
New +$247K 0.01% 491