Appleton Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $356K | Hold |
4,878
| – | – | 1.24% | 14 |
|
|
2023
Q2 | $308K | Buy |
+4,878
| New | +$308K | 0.43% | 21 |
|
|
2022
Q4 | – | Sell |
-4,187
| Closed | -$281K | – | 44 |
|
|
2022
Q3 | $281K | Buy |
4,187
+15
| +0.4% | +$1.01K | 0.8% | 20 |
|
|
2022
Q2 | $256K | Sell |
4,172
-3,241
| -44% | -$199K | 1.49% | 23 |
|
|
2022
Q1 | $500K | Buy |
+7,413
| New | +$500K | 0.7% | 15 |
|
|
2021
Q4 | – | Sell |
-5,566
| Closed | -$360K | – | 55 |
|
|
2021
Q3 | $360K | Buy |
5,566
+212
| +4% | +$13.7K | 0.31% | 32 |
|
|
2021
Q2 | $431K | Buy |
5,354
+1,349
| +34% | +$109K | 0.33% | 24 |
|
|
2021
Q1 | $272K | Buy |
+4,005
| New | +$272K | 0.36% | 41 |
|