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Lifeworks Advisors’s HEICO HEI Stock Holding History

Lifeworks Advisors’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$304K Hold
928
– – 0.05% 249
2025
Q1 		$248K Hold
928
– – 0.04% 267
2024
Q4 		$221K Buy
+928
New +$221K 0.04% 281