Neo Ivy Capital Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,770
| Closed | -$472K | – | 334 |
|
|
2024
Q3 | $472K | Buy |
+5,770
| New | +$472K | 0.15% | 188 |
|
|
2023
Q4 | – | Sell |
-3,600
| Closed | -$263K | – | 360 |
|
|
2023
Q3 | $263K | Buy |
+3,600
| New | +$263K | 0.12% | 216 |
|
|
2022
Q4 | – | Sell |
-1,741
| Closed | -$117K | – | 432 |
|
|
2022
Q3 | $117K | Buy |
1,741
+1,690
| +3,314% | +$114K | 0.31% | 130 |
|
|
2022
Q2 | $3K | Buy |
+51
| New | +$3K | 0.01% | 364 |
|
|
2021
Q3 | – | Sell |
-2,763
| Closed | -$222K | – | 546 |
|
|
2021
Q2 | $222K | Sell |
2,763
-2,419
| -47% | -$194K | 0.22% | 163 |
|
|
2021
Q1 | $352K | Buy |
5,182
+3,542
| +216% | +$241K | 0.39% | 84 |
|
|
2020
Q4 | $114K | Buy |
1,640
+69
| +4% | +$4.8K | 0.13% | 242 |
|
|
2020
Q3 | $80K | Buy |
+1,571
| New | +$80K | 0.08% | 312 |
|
|
2020
Q1 | – | Sell |
-2,198
| Closed | -$163K | – | 497 |
|
|
2019
Q4 | $163K | Buy |
+2,198
| New | +$163K | 0.19% | 170 |
|
|
2019
Q2 | – | Sell |
-3,664
| Closed | -$271K | – | 333 |
|
|
2019
Q1 | $271K | Sell |
3,664
-1,864
| -34% | -$138K | 0.15% | 186 |
|
|
2018
Q4 | $330K | Buy |
+5,528
| New | +$330K | 0.26% | 166 |
|