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Quotient Wealth Partners’s HEICO HEI Stock Holding History

Quotient Wealth Partners’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
Q2 		– Sell
-1,423
Closed -$272K – 310
2024
Q1 		$272K Sell
1,423
-375
-21% -$71.6K 0.01% 248
2023
Q4 		$322K Buy
+1,798
New +$322K 0.01% 217