Castleview Partners’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-187
| Closed | -$15.3K | – | 597 |
|
|
2024
Q3 | $15.3K | Buy |
187
+57
| +44% | +$4.67K | 0.01% | 484 |
|
|
2024
Q2 | $11.2K | Buy |
130
+52
| +67% | +$4.48K | 0.01% | 503 |
|
|
2024
Q1 | $6.37K | Buy |
78
+32
| +70% | +$2.61K | ﹤0.01% | 589 |
|
|
2023
Q4 | $3.05K | Buy |
+46
| New | +$3.05K | ﹤0.01% | 654 |
|
|
2023
Q3 | – | Sell |
-613
| Closed | -$38.7K | – | 710 |
|
|
2023
Q2 | $38.7K | Buy |
+613
| New | +$38.7K | 0.03% | 288 |
|