CWA
CM Wealth Advisors’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,773
| Closed | -$296K | – | 116 |
|
|
2024
Q1 | $296K | Buy |
+1,773
| New | +$296K | 0.08% | 139 |
|
|
2023
Q3 | – | Sell |
-1,809
| Closed | -$251K | – | 114 |
|
|
2023
Q2 | $251K | Sell |
1,809
-15,940
| -90% | -$2.21M | 0.08% | 128 |
|
|
2023
Q1 | $2.33M | Buy |
+17,749
| New | +$2.33M | 0.45% | 40 |
|