MCWA
Meadow Creek Wealth Advisors’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
1,088
-85
| -7% | -$22K | 0.19% | 114 |
|
|
2025
Q1 | $247K | Buy |
1,173
+14
| +1% | +$2.95K | 0.18% | 117 |
|
|
2024
Q4 | $216K | Sell |
1,159
-45
| -4% | -$8.37K | 0.16% | 132 |
|
|
2024
Q3 | $245K | Sell |
1,204
-38
| -3% | -$7.74K | 0.19% | 118 |
|
|
2024
Q2 | $220K | Buy |
+1,242
| New | +$220K | 0.21% | 109 |
|