Apogem Capital’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 |
-9,487
| Closed | -$614K | – | 180 |
|
|
2021
Q3 | $614K | Sell |
9,487
-1,000
| -10% | -$64.7K | 0.39% | 92 |
|
|
2021
Q2 | $844K | Buy |
10,487
+6,456
| +160% | +$520K | 0.54% | 65 |
|
|
2021
Q1 | $274K | Sell |
4,031
-1,208
| -23% | -$82.1K | 0.19% | 135 |
|
|
2020
Q4 | $365K | Buy |
+5,239
| New | +$365K | 0.24% | 115 |
|