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Proficio Capital Partners’s HEICO Corp HEI Stock Holding History

Proficio Capital Partners’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-781
Closed -$256K – 311
2025
Q2 		$256K Buy
+781
New +$216K 0.02% 357
2019
Q3 		– Sell
-822
Closed -$110K – 738
2019
Q2 		$110K Buy
822
+13
+2% +$1.45K 0.04% 196
2019
Q1 		$77K Hold
809
– – 0.03% 247
2018
Q4 		$63K Hold
809
– – 0.03% 237
2018
Q3 		$75K Hold
809
– – 0.03% 257
2018
Q2 		$59K Sell
809
-2
-0.2% -$145 0.02% 307
2018
Q1 		$56K Sell
811
-205
-20% -$13.4K 0.02% 313
2017
Q4 		$49K Buy
1,016
+524
+107% +$24.4K 0.02% 358
2017
Q3 		$23K Hold
492
– – 0.01% 553
2017
Q2 		$21K Sell
492
-123
-20% -$4.53K 0.01% 595
2017
Q1 		$18K Buy
+615
New +$20.5K 0.01% 649

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N
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