Capstone Asset Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $402K | Sell |
8,070
-640
| -7% | -$31.9K | 0.01% | 1046 |
|
|
2017
Q1 | $370K | Sell |
8,710
-1,160
| -12% | -$49.3K | 0.01% | 1113 |
|
|
2016
Q4 | $400K | Sell |
9,870
-2,810
| -22% | -$114K | 0.01% | 1099 |
|
|
2016
Q3 | $480K | Buy |
12,680
+1,980
| +19% | +$75K | 0.01% | 985 |
|
|
2016
Q2 | $325K | Buy |
10,700
+480
| +5% | +$14.6K | 0.01% | 1239 |
|
|
2016
Q1 | $252K | Sell |
10,220
-530
| -5% | -$13.1K | 0.01% | 1376 |
|
|
2015
Q4 | $270K | Buy |
10,750
+550
| +5% | +$13.8K | 0.01% | 1342 |
|
|
2015
Q3 | $301K | Buy |
+10,200
| New | +$301K | 0.01% | 1233 |
|