DWM
Diversify Wealth Management’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
973
-92
| -9% | -$22.7K | 0.01% | 489 |
|
|
2025
Q1 | $212K | Buy |
+1,065
| New | +$212K | 0.02% | 487 |
|
|
2024
Q4 | – | Sell |
-1,144
| Closed | -$227K | – | 523 |
|
|
2024
Q3 | $227K | Sell |
1,144
-68
| -6% | -$13.5K | 0.02% | 437 |
|
|
2024
Q2 | $216K | Buy |
+1,212
| New | +$216K | 0.03% | 404 |
|