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Halbert Hargrove Global Advisors’s HEICO HEI Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio HEI Stock Details HEI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,222
Closed -$209K – 118
2023
Q1 		$209K Buy
+1,222
New +$209K 0.01% 149