Berman Capital Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $9K | Buy |
154
+66
| +75% | +$3.86K | ﹤0.01% | 1220 |
|
|
2021
Q2 | $7K | Sell |
88
-43
| -33% | -$3.42K | ﹤0.01% | 1236 |
|
|
2021
Q1 | $8K | Buy |
131
+43
| +49% | +$2.63K | ﹤0.01% | 1102 |
|
|
2020
Q4 | $6K | Hold |
88
| – | – | ﹤0.01% | 1086 |
|
|
2020
Q3 | $4K | Hold |
88
| – | – | ﹤0.01% | 1106 |
|
|
2020
Q2 | $5K | Buy |
88
+74
| +529% | +$4.21K | ﹤0.01% | 977 |
|
|
2020
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 1552 |
|
|
2019
Q4 | $1K | Sell |
14
-74
| -84% | -$5.29K | ﹤0.01% | 1328 |
|
|
2019
Q3 | $5K | Buy |
88
+19
| +28% | +$1.08K | ﹤0.01% | 941 |
|
|
2019
Q2 | $4K | Buy |
69
+38
| +123% | +$2.2K | ﹤0.01% | 1019 |
|
|
2019
Q1 | $2K | Buy |
31
+17
| +121% | +$1.1K | ﹤0.01% | 1095 |
|
|
2018
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1184 |
|