Prospera Financial Services’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Buy |
+64,576
| New | +$21.2M | 0.39% | 46 |
|
|
2022
Q3 | – | Sell |
-180
| Closed | -$24K | – | 1158 |
|
|
2022
Q2 | $24K | Sell |
180
-22
| -11% | -$2.93K | ﹤0.01% | 1173 |
|
|
2022
Q1 | $31K | Buy |
+202
| New | +$31K | ﹤0.01% | 1564 |
|
|
2020
Q4 | – | Sell |
-120
| Closed | -$13K | – | 1047 |
|
|
2020
Q3 | $13K | Buy |
+120
| New | +$13K | 0.01% | 1031 |
|