Lake Street Advisors Group’s HEICO Class A HEI.A Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$254K Sell
1,367
-65
-5% -$12.1K 0.01% 503
2024
Q3
$292K Sell
1,432
-45
-3% -$9.17K 0.01% 462
2024
Q2
$262K Sell
1,477
-2
-0.1% -$355 0.01% 477
2024
Q1
$228K Buy
+1,479
New +$228K 0.01% 530