Aperio Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.49M | Buy |
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|
2020
Q3 | $958K | Sell |
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|
2020
Q2 | $1.32M | Sell |
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|
2020
Q1 | $1.17M | Sell |
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|
2019
Q4 | $1.93M | Buy |
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|
2019
Q3 | $1.33M | Sell |
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|
2019
Q2 | $1.55M | Buy |
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|
2019
Q1 | $1.59M | Buy |
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|
2018
Q4 | $1.15M | Buy |
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|
2018
Q3 | $1.73M | Buy |
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|
2018
Q2 | $1.35M | Buy |
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|
2018
Q1 | $1.02M | Sell |
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|
2017
Q4 | $793K | Buy |
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|
2017
Q3 | $591K | Sell |
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|
2017
Q2 | $636K | Buy |
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|
2017
Q1 | $423K | Buy |
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|
2016
Q4 | $331K | Buy |
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|
2016
Q3 | $227K | Buy |
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