Badgley, Phelps & Bell’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-81,267
| Closed | -$4.77M | – | 210 |
|
|
2020
Q2 | $4.77M | Sell |
81,267
-1,144
| -1% | -$67.1K | 0.26% | 97 |
|
|
2020
Q1 | $4.17M | Buy |
82,411
+2,424
| +3% | +$123K | 0.27% | 90 |
|
|
2019
Q4 | $5.93M | Sell |
79,987
-5,331
| -6% | -$395K | 0.31% | 96 |
|
|
2019
Q3 | $4.88M | Buy |
85,318
+2,924
| +4% | +$167K | 0.28% | 94 |
|
|
2019
Q2 | $5.39M | Buy |
82,394
+4,727
| +6% | +$309K | 0.31% | 96 |
|
|
2019
Q1 | $5.75M | Buy |
77,667
+30,129
| +63% | +$2.23M | 0.35% | 96 |
|
|
2018
Q4 | $2.84M | Sell |
47,538
-47,977
| -50% | -$2.86M | 0.2% | 104 |
|
|
2018
Q3 | $9.02M | Buy |
+95,515
| New | +$9.02M | 0.55% | 77 |
|