Neo Ivy Capital Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,854
| Closed | -$440K | – | 347 |
|
|
2024
Q4 | $440K | Buy |
+1,854
| New | +$440K | 0.09% | 173 |
|
|
2021
Q4 | – | Sell |
-768
| Closed | -$77K | – | 512 |
|
|
2021
Q3 | $77K | Buy |
+768
| New | +$77K | 0.09% | 283 |
|
|
2020
Q3 | – | Sell |
-768
| Closed | -$77K | – | 528 |
|
|
2020
Q2 | $77K | Sell |
768
-140
| -15% | -$14K | 0.09% | 283 |
|
|
2020
Q1 | $68K | Sell |
908
-5,235
| -85% | -$392K | 0.11% | 267 |
|
|
2019
Q4 | $701K | Buy |
6,143
+1,711
| +39% | +$195K | 0.81% | 21 |
|
|
2019
Q3 | $641K | Buy |
4,432
+427
| +11% | +$61.8K | 0.42% | 104 |
|
|
2019
Q2 | $536K | Buy |
+4,005
| New | +$536K | 0.3% | 152 |
|