Smartleaf Asset Management’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Sell |
1,464
-63
| -4% | -$20.5K | 0.04% | 384 |
|
|
2025
Q1 | $406K | Buy |
1,527
+20
| +1% | +$5.32K | 0.04% | 405 |
|
|
2024
Q4 | $361K | Buy |
1,507
+96
| +7% | +$23K | 0.04% | 401 |
|
|
2024
Q3 | $366K | Buy |
1,411
+306
| +28% | +$79.4K | 0.04% | 341 |
|
|
2024
Q2 | $251K | Buy |
1,105
+72
| +7% | +$16.3K | 0.04% | 335 |
|
|
2024
Q1 | $201K | Buy |
1,033
+140
| +16% | +$27.2K | 0.04% | 356 |
|
|
2023
Q4 | $160K | Buy |
+893
| New | +$160K | 0.04% | 351 |
|