SWS
SYSTM Wealth Solutions’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-186
| Closed | -$28.7K | – | 798 |
|
|
2024
Q1 | $28.7K | Hold |
186
| – | – | ﹤0.01% | 660 |
|
|
2023
Q4 | $26.5K | Buy |
+186
| New | +$26.5K | ﹤0.01% | 678 |
|
|
2023
Q2 | – | Sell |
-2,865
| Closed | -$389K | – | 504 |
|
|
2023
Q1 | $389K | Sell |
2,865
-27
| -0.9% | -$3.67K | 0.06% | 337 |
|
|
2022
Q4 | $347K | Buy |
+2,892
| New | +$347K | 0.04% | 401 |
|