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Diversified Trust’s HEICO HEI Stock Holding History

Diversified Trust’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,044
Closed -$468K – 867
2022
Q4 		$468K Buy
+3,044
New +$468K 0.02% 443