Simplicity Wealth’s HEICO Class A HEI.A Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8,553	Closed	-$1.52M	–	789
2024 Q2	$1.52M	Buy	8,553 +401	+5%	+$71.2K	0.03%	416
2024 Q1	$1.25M	Buy	+8,152	New	+$1.25M	0.03%	458