Advisor Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.32M | Buy |
17,809
+16,235
| +1,031% | +$1.2M | 0.01% | 1032 |
|
|
2019
Q3 | $90K | Sell |
1,574
-626
| -28% | -$35.8K | ﹤0.01% | 2956 |
|
|
2019
Q2 | $145K | Buy |
2,200
+1,232
| +127% | +$81.2K | ﹤0.01% | 2565 |
|
|
2019
Q1 | $73K | Sell |
968
-525
| -35% | -$39.6K | ﹤0.01% | 3106 |
|
|
2018
Q4 | $89K | Sell |
1,493
-2,593
| -63% | -$155K | ﹤0.01% | 2732 |
|
|
2018
Q3 | $386K | Buy |
4,086
+3,308
| +425% | +$313K | ﹤0.01% | 1659 |
|
|
2018
Q2 | $59K | Sell |
778
-7,040
| -90% | -$534K | ﹤0.01% | 2949 |
|
|
2018
Q1 | $474K | Sell |
7,818
-17,481
| -69% | -$1.06M | 0.01% | 1358 |
|
|
2017
Q4 | $1.18M | Buy |
25,299
+22,137
| +700% | +$1.03M | 0.02% | 794 |
|
|
2017
Q3 | $160K | Sell |
3,162
-44
| -1% | -$2.23K | ﹤0.01% | 2027 |
|
|
2017
Q2 | $159K | Hold |
3,206
| – | – | ﹤0.01% | 1952 |
|
|
2017
Q1 | $136K | Buy |
3,206
+2,956
| +1,182% | +$125K | ﹤0.01% | 1944 |
|
|
2016
Q4 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 3618 |
|