DWA
Delos 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
Q1 | – | Sell |
-3
| Closed | -$428 | – | 394 |
|
|
2023
Q4 | $428 | Hold |
3
| – | – | ﹤0.01% | 270 |
|
|
2023
Q3 | $407 | Hold |
3
| – | – | ﹤0.01% | 309 |
|
|
2023
Q2 | $422 | Hold |
3
| – | – | ﹤0.01% | 305 |
|
|
2023
Q1 | $408 | Hold |
3
| – | – | ﹤0.01% | 320 |
|
|
2022
Q4 | $360 | Hold |
3
| – | – | ﹤0.01% | 334 |
|
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 318 |
|