ACG Wealth’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,480
| Closed | -$581K | – | 294 |
|
|
2020
Q1 | $581K | Sell |
11,480
-320
| -3% | -$16.2K | 0.11% | 169 |
|
|
2019
Q4 | $874K | Sell |
11,800
-1,300
| -10% | -$96.3K | 0.13% | 146 |
|
|
2019
Q3 | $749K | Sell |
13,100
-100
| -0.8% | -$5.72K | 0.11% | 167 |
|
|
2019
Q2 | $863K | Sell |
13,200
-300
| -2% | -$19.6K | 0.12% | 152 |
|
|
2019
Q1 | $999K | Hold |
13,500
| – | – | 0.13% | 145 |
|
|
2018
Q4 | $805K | Hold |
13,500
| – | – | 0.12% | 145 |
|
|
2018
Q3 | $1.28M | Hold |
13,500
| – | – | 0.17% | 117 |
|
|
2018
Q2 | $1.01M | Hold |
13,500
| – | – | 0.15% | 126 |
|
|
2018
Q1 | $817K | Hold |
13,500
| – | – | 0.12% | 140 |
|
|
2017
Q4 | $630K | Buy |
+13,500
| New | +$630K | 0.09% | 171 |
|