ABN AMRO Investment Solutions’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 |
-7,983
| Closed | -$653K | – | 472 |
|
|
2024
Q3 | $653K | Sell |
7,983
-6,490
| -45% | -$531K | 0.01% | 349 |
|
|
2024
Q2 | $1.25M | Sell |
14,473
-3,541
| -20% | -$305K | 0.02% | 292 |
|
|
2024
Q1 | $1.47M | Buy |
18,014
+560
| +3% | +$45.7K | 0.03% | 281 |
|
|
2023
Q4 | $1.16M | Sell |
17,454
-374
| -2% | -$24.8K | 0.02% | 293 |
|
|
2023
Q3 | $1.3M | Buy |
17,828
+10,328
| +138% | +$754K | 0.03% | 279 |
|
|
2023
Q2 | $474K | Buy |
7,500
+500
| +7% | +$31.6K | 0.01% | 346 |
|
|
2023
Q1 | $411K | Buy |
+7,000
| New | +$411K | 0.01% | 361 |
|