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Triad Wealth Partners’s HEICO Class A HEI.A Stock Holding History

Triad Wealth Partners’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18
Closed -$3.2K – 408
2024
Q2 		$3.2K Buy
+18
New +$3.2K ﹤0.01% 666