Valley National Advisers’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
2024 Q3	–	Sell	-30	Closed	-$5K	–	911
2024 Q2	$5K	Sell	30 -5	-14%	-$833	﹤0.01%	751
2024 Q1	$5K	Buy	35 +20	+133%	+$2.86K	﹤0.01%	777
2023 Q4	$2K	Buy	+15	New	+$2K	﹤0.01%	944