SLWA
San Luis Wealth Advisors’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Hold |
1,488
| – | – | 0.08% | 113 |
|
|
2025
Q1 | $314K | Hold |
1,488
| – | – | 0.07% | 112 |
|
|
2024
Q4 | $277K | Hold |
1,488
| – | – | 0.05% | 123 |
|
|
2024
Q3 | $303K | Hold |
1,488
| – | – | 0.06% | 117 |
|
|
2024
Q2 | $264K | Buy |
+1,488
| New | +$264K | 0.06% | 112 |
|
|
2023
Q3 | – | Sell |
-1,773
| Closed | -$249K | – | 101 |
|
|
2023
Q2 | $249K | Buy |
+1,773
| New | +$249K | 0.09% | 148 |
|