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CFM Wealth Partners’s HEICO Corp HEI Stock Holding History

CFM Wealth Partners’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,048
Closed -$314K – 171
2022
Q1 		$314K Hold
2,048
– – 0.08% 148
2021
Q4 		$293K Hold
2,048
– – 0.07% 149
2021
Q3 		$270K Hold
2,048
– – 0.07% 153
2021
Q2 		$286K Hold
2,048
– – 0.08% 137
2021
Q1 		$258K Sell
2,048
-161
-7% -$20.7K 0.08% 140
2020
Q4 		$292K Sell
2,209
-45
-2% -$5.49K 0.09% 118
2020
Q3 		$235K Hold
2,254
– – 0.09% 130
2020
Q2 		$224K Sell
2,254
-152
-6% -$14K 0.09% 136
2020
Q1 		$180K Buy
2,406
+229
+11% +$25K 0.08% 137
2019
Q4 		$264K Buy
+2,177
New +$268K 0.1% 128

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RP
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FAM
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CS
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