CWP
Concord Wealth Partners’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32
| Closed | -$5.96K | – | 872 |
|
|
2024
Q4 | $5.96K | Hold |
32
| – | – | ﹤0.01% | 581 |
|
|
2024
Q3 | $6.52K | Buy |
+32
| New | +$6.52K | ﹤0.01% | 601 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | -$1K | – | 564 |
|
|
2022
Q2 | $1K | Buy |
10
+9
| +900% | +$900 | ﹤0.01% | 1140 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1323 |
|