Bank of Nova Scotia’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,265
| Closed | -$513K | – | 983 |
|
2024
Q3 | $513K | Buy |
6,265
+1,812
| +41% | +$148K | ﹤0.01% | 817 |
|
2024
Q2 | $384K | Buy |
4,453
+462
| +12% | +$39.8K | ﹤0.01% | 853 |
|
2024
Q1 | $326K | Sell |
3,991
-1,922
| -33% | -$157K | ﹤0.01% | 903 |
|
2023
Q4 | $392K | Sell |
5,913
-560
| -9% | -$37.1K | ﹤0.01% | 887 |
|
2023
Q3 | $473K | Sell |
6,473
-2,802
| -30% | -$205K | ﹤0.01% | 798 |
|
2023
Q2 | $586K | Buy |
9,275
+1,142
| +14% | +$72.1K | ﹤0.01% | 769 |
|
2023
Q1 | $477K | Buy |
8,133
+2,906
| +56% | +$171K | ﹤0.01% | 855 |
|
2022
Q4 | $322K | Sell |
5,227
-7,319
| -58% | -$451K | ﹤0.01% | 992 |
|
2022
Q3 | $842K | Buy |
12,546
+1,404
| +13% | +$94.2K | ﹤0.01% | 824 |
|
2022
Q2 | $684K | Sell |
11,142
-1,512
| -12% | -$92.8K | ﹤0.01% | 936 |
|
2022
Q1 | $853K | Buy |
+12,654
| New | +$853K | ﹤0.01% | 932 |
|