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HighPoint Advisor Group’s HEICO Class A HEI.A Stock Holding History

HighPoint Advisor Group’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$292K Buy
1,127
+12
+1% +$3.11K 0.02% 528
2025
Q1 		$222K Buy
+1,115
New +$222K 0.01% 588
2024
Q4 		– Sell
-1,059
Closed -$204K – 713
2024
Q3 		$204K Buy
+1,059
New +$204K 0.01% 616