Trivium Point Advisory’s HEICO HEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,542
Closed -$236K 214
2022
Q1
$236K Buy
1,542
+146
+10% +$22.3K 0.05% 204
2021
Q4
$201K Buy
+1,396
New +$201K 0.04% 235