Anderson Hoagland & Co’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,330
| Closed | -$705K | – | 74 |
|
|
2020
Q1 | $705K | Buy |
13,330
+1,550
| +13% | +$82K | 0.44% | 59 |
|
|
2019
Q4 | $813K | Hold |
11,780
| – | – | 0.46% | 66 |
|
|
2019
Q3 | $699K | Hold |
11,780
| – | – | 0.42% | 68 |
|
|
2019
Q2 | $770K | Hold |
11,780
| – | – | 0.48% | 60 |
|
|
2019
Q1 | $964K | Hold |
11,780
| – | – | 0.58% | 54 |
|
|
2018
Q4 | $692K | Hold |
11,780
| – | – | 0.49% | 68 |
|
|
2018
Q3 | $1.11M | Hold |
11,780
| – | – | 0.62% | 53 |
|
|
2018
Q2 | $885K | Hold |
11,780
| – | – | 0.49% | 68 |
|
|
2018
Q1 | $713K | Hold |
11,780
| – | – | 0.41% | 73 |
|
|
2017
Q4 | $550K | Hold |
11,780
| – | – | 0.32% | 93 |
|
|
2017
Q3 | $596K | Hold |
11,780
| – | – | 0.37% | 84 |
|
|
2017
Q2 | $587K | Sell |
11,780
-30,543
| -72% | -$1.52M | 0.38% | 82 |
|
|
2017
Q1 | $1.8M | Sell |
42,323
-235
| -0.6% | -$9.98K | 0.97% | 42 |
|
|
2016
Q4 | $1.72M | Buy |
42,558
+11,210
| +36% | +$454K | 1% | 41 |
|
|
2016
Q3 | $1.19M | Sell |
31,348
-37,002
| -54% | -$1.4M | 0.68% | 54 |
|
|
2016
Q2 | $2.08M | Sell |
68,350
-44,545
| -39% | -$1.35M | 1.28% | 25 |
|
|
2016
Q1 | $2.79M | Buy |
+112,895
| New | +$2.79M | 1.73% | 24 |
|