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Polaris Wealth Advisory Group’s HEICO HEI Stock Holding History

Polaris Wealth Advisory Group’s Portfolio HEI Stock Details HEI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-125
Closed -$12K – 276
2018
Q3 		$12K Buy
+125
New +$12K ﹤0.01% 383
2018
Q2 		– Sell
-100
Closed -$9K – 329
2018
Q1 		$9K Buy
+100
New +$9K ﹤0.01% 366