Capstone Asset Management’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$402K Sell
2017
Q1
$370K Sell
2016
Q4
$400K Sell
2016
Q3
$480K Buy
2016
Q2
$325K Buy
2016
Q1
$252K Sell
2015
Q4
$270K Buy
2015
Q3
$301K Buy