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Embree Financial Group’s HEICO Class A HEI.A Stock Holding History

Embree Financial Group’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,000
Closed -$204K – 198
2024
Q3 		$204K Buy
+1,000
New +$204K 0.04% 190
2024
Q1 		– Sell
-2,500
Closed -$356K – 193
2023
Q4 		$356K Buy
+2,500
New +$356K 0.07% 133