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Veritable’s HEICO Class A HEI.A Stock Holding History

Veritable’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
2023
Q3 		– Sell
-1,508
Closed -$212K – 344
2023
Q2 		$212K Buy
1,508
+2
+0.1% +$281 ﹤0.01% 820
2023
Q1 		$205K Buy
+1,506
New +$205K ﹤0.01% 838