Benjamin F. Edwards & Company’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $54K | Sell |
623
-35
| -5% | -$3.03K | ﹤0.01% | 1309 |
|
|
2024
Q1 | $53K | Sell |
658
-15
| -2% | -$1.21K | ﹤0.01% | 1274 |
|
|
2023
Q4 | $45K | Buy |
673
+118
| +21% | +$7.89K | ﹤0.01% | 1279 |
|
|
2023
Q3 | $41K | Sell |
555
-400
| -42% | -$29.6K | ﹤0.01% | 1114 |
|
|
2023
Q2 | $60K | Hold |
955
| – | – | ﹤0.01% | 1041 |
|
|
2023
Q1 | $56K | Hold |
955
| – | – | ﹤0.01% | 1060 |
|
|
2022
Q4 | $59K | Sell |
955
-94
| -9% | -$5.81K | ﹤0.01% | 1037 |
|
|
2022
Q3 | $70K | Buy |
1,049
+250
| +31% | +$16.7K | ﹤0.01% | 963 |
|
|
2022
Q2 | $49K | Hold |
799
| – | – | ﹤0.01% | 1043 |
|
|
2022
Q1 | $54K | Sell |
799
-645
| -45% | -$43.6K | ﹤0.01% | 1008 |
|
|
2021
Q4 | $64K | Sell |
1,444
-1,883
| -57% | -$83.5K | ﹤0.01% | 985 |
|
|
2021
Q3 | $215K | Sell |
3,327
-20
| -0.6% | -$1.29K | 0.01% | 637 |
|
|
2021
Q2 | $269K | Sell |
3,347
-697
| -17% | -$56K | 0.01% | 584 |
|
|
2021
Q1 | $275K | Sell |
4,044
-179
| -4% | -$12.2K | 0.01% | 595 |
|
|
2020
Q4 | $294K | Sell |
4,223
-1,945
| -32% | -$135K | 0.02% | 545 |
|
|
2020
Q3 | $317K | Buy |
6,168
+1,508
| +32% | +$77.5K | 0.02% | 489 |
|
|
2020
Q2 | $273K | Buy |
4,660
+2,443
| +110% | +$143K | 0.02% | 502 |
|
|
2020
Q1 | $112K | Sell |
2,217
-105
| -5% | -$5.3K | 0.01% | 659 |
|
|
2019
Q4 | $172K | Sell |
2,322
-358
| -13% | -$26.5K | 0.01% | 636 |
|
|
2019
Q3 | $153K | Buy |
2,680
+850
| +46% | +$48.5K | 0.01% | 629 |
|
|
2019
Q2 | $120K | Buy |
1,830
+1,630
| +815% | +$107K | 0.01% | 655 |
|
|
2019
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 1212 |
|
|
2018
Q4 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 1228 |
|