AE Wealth Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,941
| Closed | -$565K | – | 2003 |
|
|
2023
Q2 | $565K | Buy |
+8,941
| New | +$565K | ﹤0.01% | 1324 |
|
|
2020
Q2 | – | Sell |
-4,585
| Closed | -$232K | – | 1286 |
|
|
2020
Q1 | $232K | Buy |
4,585
+171
| +4% | +$8.65K | 0.01% | 953 |
|
|
2019
Q4 | $327K | Sell |
4,414
-923
| -17% | -$68.4K | 0.01% | 868 |
|
|
2019
Q3 | $305K | Sell |
5,337
-1,566
| -23% | -$89.5K | 0.01% | 779 |
|
|
2019
Q2 | $451K | Buy |
6,903
+2,700
| +64% | +$176K | 0.01% | 616 |
|
|
2019
Q1 | $311K | Buy |
+4,203
| New | +$311K | 0.02% | 449 |
|