True Wealth Design’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18K | Hold |
20
| – | – | ﹤0.01% | 789 |
|
|
2025
Q1 | $4.22K | Buy |
20
+17
| +567% | +$3.59K | ﹤0.01% | 740 |
|
|
2024
Q4 | $559 | Hold |
3
| – | – | ﹤0.01% | 1071 |
|
|
2024
Q3 | $612 | Hold |
3
| – | – | ﹤0.01% | 1064 |
|
|
2024
Q2 | $533 | Buy |
3
+1
| +50% | +$178 | ﹤0.01% | 648 |
|
|
2024
Q1 | $308 | Buy |
2
+1
| +100% | +$154 | ﹤0.01% | 708 |
|
|
2023
Q4 | $143 | Hold |
1
| – | – | ﹤0.01% | 717 |
|
|
2023
Q3 | $130 | Hold |
1
| – | – | ﹤0.01% | 700 |
|
|
2023
Q2 | $141 | Hold |
1
| – | – | ﹤0.01% | 699 |
|
|
2023
Q1 | $136 | Hold |
1
| – | – | ﹤0.01% | 775 |
|
|
2022
Q4 | $120 | Buy |
+1
| New | +$120 | ﹤0.01% | 722 |
|