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Beacon Pointe Advisors’s HEICO HEI Stock Holding History

Beacon Pointe Advisors’s Portfolio HEI Stock Details HEI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-908
Closed -$237K – 1218
2024
Q3 		$237K Sell
908
-98
-10% -$25.6K ﹤0.01% 1088
2024
Q2 		$225K Buy
+1,006
New +$225K ﹤0.01% 1135