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Simplicity Wealth’s HEICO HEI Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-2,165
Closed -$484K – 788
2024
Q2 		$484K Buy
2,165
+11
+0.5% +$2.46K 0.01% 773
2024
Q1 		$411K Buy
+2,154
New +$411K 0.01% 806