Allegis Investment Advisors’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$610K Hold
2017
Q4
$470K Hold
2017
Q3
$509K Sell
2017
Q2
$507K Sell
2017
Q1
$435K Buy
2016
Q4
$405K Sell
2016
Q3
$473K Sell
2016
Q2
$1.35M Sell
2016
Q1
$1.81M Hold
2015
Q4
$1.84M Buy