Prospera Financial Services’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
+1,592
| New | +$412K | 0.01% | 978 |
|
|
2022
Q4 | – | Sell |
-2,295
| Closed | -$263K | – | 923 |
|
|
2022
Q3 | $263K | Buy |
2,295
+1,125
| +96% | +$129K | 0.01% | 689 |
|
|
2022
Q2 | $124K | Sell |
1,170
-55
| -4% | -$5.83K | 0.01% | 847 |
|
|
2022
Q1 | $155K | Buy |
+1,225
| New | +$155K | 0.01% | 961 |
|
|
2020
Q4 | – | Sell |
-400
| Closed | -$35K | – | 1048 |
|
|
2020
Q3 | $35K | Buy |
+400
| New | +$35K | 0.01% | 739 |
|