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Legacy Wealth Management (Idaho)’s HEICO HEI Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.92K Hold
15
– – ﹤0.01% 396
2025
Q1 		$4.01K Hold
15
– – ﹤0.01% 441
2024
Q4 		$3.52K Buy
+15
New +$3.52K ﹤0.01% 424