AGF Investments LLC’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.79M | Buy |
26,629
+10,840
| +69% | +$728K | 0.16% | 31 |
|
|
2022
Q2 | $969K | Buy |
15,789
+636
| +4% | +$39K | 0.09% | 79 |
|
|
2022
Q1 | $1.02M | Buy |
+15,153
| New | +$1.02M | 0.09% | 55 |
|
|
2019
Q1 | – | Sell |
-2,049
| Closed | -$122K | – | 676 |
|
|
2018
Q4 | $122K | Buy |
+2,049
| New | +$122K | 0.02% | 389 |
|