Calamos Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,742
| Closed | -$712K | – | 908 |
|
|
2023
Q3 | $712K | Buy |
+9,742
| New | +$712K | ﹤0.01% | 654 |
|
|
2022
Q4 | – | Sell |
-17,057
| Closed | -$1.15M | – | 1249 |
|
|
2022
Q3 | $1.15M | Sell |
17,057
-55,725
| -77% | -$3.74M | 0.01% | 893 |
|
|
2022
Q2 | $4.47M | Buy |
72,782
+54,280
| +293% | +$3.33M | 0.02% | 721 |
|
|
2022
Q1 | $1.25M | Buy |
+18,502
| New | +$1.25M | ﹤0.01% | 965 |
|
|
2019
Q1 | – | Sell |
-6,500
| Closed | -$388K | – | 634 |
|
|
2018
Q4 | $388K | Sell |
6,500
-5,300
| -45% | -$316K | ﹤0.01% | 559 |
|
|
2018
Q3 | $1.11M | Buy |
+11,800
| New | +$1.11M | 0.01% | 515 |
|