Capital Advisory Group Advisory Services’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,465
| Closed | -$145K | – | 504 |
|
|
2020
Q2 | $145K | Buy |
+2,465
| New | +$145K | 0.08% | 163 |
|
|
2020
Q1 | – | Sell |
-3,543
| Closed | -$262K | – | 452 |
|
|
2019
Q4 | $262K | Buy |
3,543
+3,358
| +1,815% | +$248K | 0.14% | 88 |
|
|
2019
Q3 | $10K | Buy |
185
+73
| +65% | +$3.95K | 0.01% | 281 |
|
|
2019
Q2 | $8K | Buy |
+112
| New | +$8K | 0.01% | 304 |
|