Beacon Pointe Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,592
| Closed | -$396K | – | 1234 |
|
|
2024
Q2 | $396K | Sell |
4,592
-80
| -2% | -$6.9K | ﹤0.01% | 944 |
|
|
2024
Q1 | $381K | Buy |
4,672
+318
| +7% | +$26K | ﹤0.01% | 1007 |
|
|
2023
Q4 | $289K | Sell |
4,354
-263
| -6% | -$17.4K | ﹤0.01% | 1079 |
|
|
2023
Q3 | $337K | Buy |
+4,617
| New | +$337K | ﹤0.01% | 1008 |
|
|
2023
Q2 | – | Sell |
-4,724
| Closed | -$277K | – | 1118 |
|
|
2023
Q1 | $277K | Buy |
+4,724
| New | +$277K | ﹤0.01% | 963 |
|
|
2022
Q2 | – | Sell |
-3,048
| Closed | -$206K | – | 1123 |
|
|
2022
Q1 | $206K | Buy |
+3,048
| New | +$206K | ﹤0.01% | 1117 |
|