Capital Fund Management (CFM)’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-17,433
| Closed | -$1.13M | – | 728 |
|
|
2021
Q3 | $1.13M | Buy |
+17,433
| New | +$1.13M | 0.01% | 410 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 959 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1005 |
|
|
2017
Q4 | – | Sell |
-23,600
| Closed | -$1.19M | – | 976 |
|
|
2017
Q3 | $1.19M | Buy |
+23,600
| New | +$1.19M | 0.01% | 504 |
|
|
2017
Q2 | – | Sell |
-21,800
| Closed | -$925K | – | 896 |
|
|
2017
Q1 | $925K | Buy |
21,800
+13,200
| +153% | +$560K | 0.01% | 566 |
|
|
2016
Q4 | $348K | Buy |
+8,600
| New | +$348K | ﹤0.01% | 753 |
|