Proficio Capital Partners’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Buy |
+781
| New | +$256K | 0.02% | 357 |
|
|
2019
Q3 | – | Sell |
-822
| Closed | -$110K | – | 738 |
|
|
2019
Q2 | $110K | Buy |
822
+13
| +2% | +$1.74K | 0.04% | 196 |
|
|
2019
Q1 | $77K | Hold |
809
| – | – | 0.03% | 247 |
|
|
2018
Q4 | $63K | Hold |
809
| – | – | 0.03% | 236 |
|
|
2018
Q3 | $75K | Hold |
809
| – | – | 0.02% | 254 |
|
|
2018
Q2 | $59K | Sell |
809
-2
| -0.2% | -$146 | 0.02% | 305 |
|
|
2018
Q1 | $56K | Sell |
811
-205
| -20% | -$14.2K | 0.02% | 311 |
|
|
2017
Q4 | $49K | Buy |
1,016
+524
| +107% | +$25.3K | 0.02% | 357 |
|
|
2017
Q3 | $23K | Hold |
492
| – | – | 0.01% | 553 |
|
|
2017
Q2 | $21K | Sell |
492
-123
| -20% | -$5.25K | 0.01% | 594 |
|
|
2017
Q1 | $18K | Buy |
+615
| New | +$18K | 0.01% | 649 |
|