Clearstead Trust’s HEICO HEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.26K	Sell	13 -3	-19%	-$984	﹤0.01%	787
2025 Q1	$4.28K	Buy	+16	New	+$4.28K	﹤0.01%	635
2020 Q2	–	Sell	-13,996	Closed	-$1.04M	–	167
2020 Q1	$1.04M	Buy	+13,996	New	+$1.04M	0.94%	29