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Coastal Bridge Advisors’s HEICO HEI Stock Holding History

Coastal Bridge Advisors’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$395K Sell
1,206
-2
-0.2% -$656 0.03% 316
2025
Q1 		$323K Buy
+1,208
New +$323K 0.08% 189