Aperio Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.49M | Buy |
21,422
+2,773
| +15% | +$193K | ﹤0.01% | 1376 |
|
|
2020
Q3 | $958K | Sell |
18,649
-3,813
| -17% | -$196K | ﹤0.01% | 1460 |
|
|
2020
Q2 | $1.32M | Sell |
22,462
-720
| -3% | -$42.2K | ﹤0.01% | 1291 |
|
|
2020
Q1 | $1.17M | Sell |
23,182
-2,835
| -11% | -$143K | 0.01% | 1243 |
|
|
2019
Q4 | $1.93M | Buy |
26,017
+2,728
| +12% | +$202K | 0.01% | 1106 |
|
|
2019
Q3 | $1.33M | Sell |
23,289
-449
| -2% | -$25.7K | 0.01% | 1245 |
|
|
2019
Q2 | $1.55M | Buy |
23,738
+2,216
| +10% | +$145K | 0.01% | 1187 |
|
|
2019
Q1 | $1.59M | Buy |
21,522
+2,271
| +12% | +$168K | 0.01% | 1137 |
|
|
2018
Q4 | $1.15M | Buy |
19,251
+907
| +5% | +$54.1K | 0.01% | 1227 |
|
|
2018
Q3 | $1.73M | Buy |
18,344
+367
| +2% | +$34.7K | 0.01% | 1117 |
|
|
2018
Q2 | $1.35M | Buy |
17,977
+1,064
| +6% | +$79.9K | 0.01% | 1216 |
|
|
2018
Q1 | $1.02M | Sell |
16,913
-86
| -0.5% | -$5.21K | 0.01% | 1301 |
|
|
2017
Q4 | $793K | Buy |
16,999
+5,323
| +46% | +$248K | ﹤0.01% | 1443 |
|
|
2017
Q3 | $591K | Sell |
11,676
-1,097
| -9% | -$55.5K | ﹤0.01% | 1581 |
|
|
2017
Q2 | $636K | Buy |
12,773
+2,806
| +28% | +$140K | ﹤0.01% | 1508 |
|
|
2017
Q1 | $423K | Buy |
9,967
+1,783
| +22% | +$75.7K | ﹤0.01% | 1645 |
|
|
2016
Q4 | $331K | Buy |
8,184
+2,182
| +36% | +$88.3K | ﹤0.01% | 1745 |
|
|
2016
Q3 | $227K | Buy |
+6,002
| New | +$227K | ﹤0.01% | 1878 |
|