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Concurrent Investment Advisors’s HEICO Class A HEI.A Stock Holding History

Concurrent Investment Advisors’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,228
Closed -$229K – 1218
2024
Q4 		$229K Hold
1,228
– – 0.01% 924
2024
Q3 		$250K Hold
1,228
– – 0.01% 839
2024
Q2 		$218K Buy
+1,228
New +$218K 0.01% 837