Wealthspire Advisors (New York)’s HEICO HEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,562	Closed	-$218K	–	587
2021 Q2	$218K	Sell	1,562 -124	-7%	-$17.3K	0.01%	344
2021 Q1	$212K	Hold	1,686	–	–	0.01%	661
2020 Q4	$223K	Buy	+1,686	New	+$223K	0.01%	522