Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s HEICO HEI Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-28
Closed -$4.53K – 223
2023
Q3 		$4.53K Buy
+28
New +$4.53K ﹤0.01% 395