SteelPeak Wealth’s HEICO HEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,848	Closed	-$284K	–	379
2022 Q4	$284K	Sell	1,848 -1,096	-37%	-$168K	0.02%	309
2022 Q3	$424K	Buy	+2,944	New	+$424K	0.03%	271