NWMG
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National Wealth Management Group’s HEICO HEI Stock Holding History

National Wealth Management Group’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,197
Closed -$393K – 143
2023
Q4 		$393K Buy
+2,197
New +$393K 0.38% 81