Advisory Services Network’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-911
| Closed | -$60.4K | – | 2428 |
|
|
2023
Q4 | $60.4K | Buy |
+911
| New | +$60.4K | ﹤0.01% | 1904 |
|
|
2023
Q2 | – | Sell |
-1,632
| Closed | -$95.8K | – | 2417 |
|
|
2023
Q1 | $95.8K | Hold |
1,632
| – | – | ﹤0.01% | 1677 |
|
|
2022
Q4 | $101K | Buy |
+1,632
| New | +$101K | ﹤0.01% | 1615 |
|
|
2021
Q3 | – | Sell |
-2,901
| Closed | -$233K | – | 2220 |
|
|
2021
Q2 | $233K | Buy |
+2,901
| New | +$233K | 0.01% | 1194 |
|
|
2021
Q1 | – | Sell |
-947
| Closed | -$66K | – | 2133 |
|
|
2020
Q4 | $66K | Sell |
947
-1,225
| -56% | -$85.4K | ﹤0.01% | 1533 |
|
|
2020
Q3 | $112K | Sell |
2,172
-28,464
| -93% | -$1.47M | 0.01% | 1205 |
|
|
2020
Q2 | $1.8M | Sell |
30,636
-1,766
| -5% | -$104K | 0.1% | 256 |
|
|
2020
Q1 | $1.64M | Sell |
32,402
-2,328
| -7% | -$118K | 0.11% | 243 |
|
|
2019
Q4 | $2.57M | Buy |
34,730
+1,230
| +4% | +$91.1K | 0.14% | 192 |
|
|
2019
Q3 | $2.19M | Hold |
33,500
| – | – | 0.13% | 187 |
|
|
2019
Q2 | $2.19M | Buy |
33,500
+1,425
| +4% | +$93.2K | 0.13% | 187 |
|
|
2019
Q1 | $2.37M | Buy |
32,075
+1,475
| +5% | +$109K | 0.17% | 158 |
|
|
2018
Q4 | $1.83M | Sell |
30,600
-677
| -2% | -$40.4K | 0.16% | 165 |
|
|
2018
Q3 | $2.95M | Sell |
31,277
-810
| -3% | -$76.5K | 0.22% | 122 |
|
|
2018
Q2 | $2.65M | Buy |
32,087
+622
| +2% | +$51.4K | 0.2% | 127 |
|
|
2018
Q1 | $1.91M | Buy |
31,465
+40
| +0.1% | +$2.42K | 0.15% | 172 |
|
|
2017
Q4 | $1.47M | Buy |
31,425
+1,230
| +4% | +$57.4K | 0.13% | 214 |
|
|
2017
Q3 | $1.53M | Buy |
30,195
+1,690
| +6% | +$85.5K | 0.17% | 148 |
|
|
2017
Q2 | $1.42M | Buy |
28,505
+35
| +0.1% | +$1.74K | 0.19% | 142 |
|
|
2017
Q1 | $1.21M | Buy |
+28,470
| New | +$1.21M | 0.18% | 139 |
|