Acadian Asset 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 |
-3,133
| Closed | -$256K | – | 1860 |
|
|
2024
Q3 | $256K | Buy |
+3,133
| New | +$256K | ﹤0.01% | 1280 |
|
|
2024
Q1 | – | Sell |
-3,601
| Closed | -$238K | – | 1657 |
|
|
2023
Q4 | $238K | Buy |
+3,601
| New | +$238K | ﹤0.01% | 1202 |
|
|
2019
Q2 | – | Sell |
-108
| Closed | -$8K | – | 1914 |
|
|
2019
Q1 | $8K | Sell |
108
-6,085
| -98% | -$451K | ﹤0.01% | 1873 |
|
|
2018
Q4 | $370K | Buy |
6,193
+5,313
| +604% | +$317K | ﹤0.01% | 980 |
|
|
2018
Q3 | $83K | Sell |
880
-10,377
| -92% | -$979K | ﹤0.01% | 1253 |
|
|
2018
Q2 | $845K | Buy |
+11,257
| New | +$845K | ﹤0.01% | 773 |
|
|
2017
Q1 | – | Sell |
-281
| Closed | -$12K | – | 1651 |
|
|
2016
Q4 | $12K | Buy |
+281
| New | +$12K | ﹤0.01% | 1397 |
|