Dynasty Wealth Management’s HEICO HEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
636
-145
-19% -$47.6K ﹤0.01% 227
2025
Q1
$209K Buy
+781
New +$209K ﹤0.01% 246
2024
Q4
Sell
-781
Closed -$204K 258
2024
Q3
$204K Buy
+781
New +$204K 0.01% 224