American Portfolios Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-400
| Closed | -$25.9K | – | 3544 |
|
|
2021
Q3 | $25.9K | Hold |
400
| – | – | ﹤0.01% | 2147 |
|
|
2021
Q2 | $32.2K | Sell |
400
-27
| -6% | -$2.17K | ﹤0.01% | 1966 |
|
|
2021
Q1 | $29K | Hold |
427
| – | – | ﹤0.01% | 1864 |
|
|
2020
Q4 | $29.8K | Hold |
427
| – | – | ﹤0.01% | 1635 |
|
|
2020
Q3 | $21.9K | Buy |
+427
| New | +$21.9K | ﹤0.01% | 1661 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$4.67K | – | 2349 |
|
|
2017
Q4 | $4.67K | Buy |
+100
| New | +$4.67K | ﹤0.01% | 1869 |
|