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Safeguard Investment Advisory Group’s HEICO Class A HEI.A Stock Holding History

Safeguard Investment Advisory Group’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
2023
Q3 		– Sell
-18,175
Closed -$2.56M – 100
2023
Q2 		$2.56M Hold
18,175
– – 1.09% 16
2023
Q1 		$2.47M Hold
18,175
– – 1.19% 15
2022
Q4 		$2.18M Buy
+18,175
New +$2.18M 1.34% 19