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IBEX Wealth Advisors’s HEICO HEI Stock Holding History

IBEX Wealth Advisors’s Portfolio HEI Stock Details HEI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,057
Closed -$4.77M – 160
2024
Q4 		$4.77M Sell
20,057
-2,024
-9% -$481K 0.56% 58
2024
Q3 		$6.14M Buy
22,081
+5,871
+36% +$1.63M 1.68% 19
2024
Q2 		$3.62M Buy
+16,210
New +$3.62M 0.57% 56