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Clearstead Trust’s HEICO Class A HEI.A Stock Holding History

Clearstead Trust’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$39.6K Buy
153
+134
+705% +$34.7K 0.01% 335
2025
Q1 		$4.01K Buy
+19
New +$4.01K ﹤0.01% 652