Algert Global’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $748K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $506K | Sell |
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|
2023
Q2 | $911K | Sell |
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|
2023
Q1 | $976K | Buy |
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|
2022
Q4 | $988K | Buy |
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|
2022
Q3 | $963K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $503K | Sell |
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|
2021
Q4 | $753K | Buy |
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|
2021
Q3 | $795K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $675K | Sell |
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|
2020
Q4 | $2.8M | Buy |
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|
2020
Q3 | $1.42M | Buy |
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