Clearstead Trust’s HEICO Corp HEI Stock Holding History

Clearstead Trust’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
2025 Q3	$4.2K	Hold
2025 Q2	$4.26K	Sell
2025 Q1	$4.28K	Buy
2020 Q2	–	Sell
2020 Q1	$1.04M	Buy