Brookfield Corp’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-56,068
| Closed | -$3.46M | – | 694 |
|
|
2022
Q4 | $3.46M | Buy |
56,068
+3,973
| +8% | +$245K | 0.01% | 318 |
|
|
2022
Q3 | $3.5M | Buy |
52,095
+28,011
| +116% | +$1.88M | 0.01% | 332 |
|
|
2022
Q2 | $1.48M | Buy |
+24,084
| New | +$1.48M | 0.01% | 445 |
|
|
2021
Q3 | – | Sell |
-6,497
| Closed | -$523K | – | 552 |
|
|
2021
Q2 | $523K | Sell |
6,497
-3,503
| -35% | -$282K | ﹤0.01% | 490 |
|
|
2021
Q1 | $680K | Buy |
+10,000
| New | +$680K | ﹤0.01% | 392 |
|