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Regent Peak Wealth Advisors’s HEICO Class A HEI.A Stock Holding History

Regent Peak Wealth Advisors’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-34
Closed -$4K – 504
2020
Q4 		$4K Buy
+34
New +$4K ﹤0.01% 696