Cerebellum’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $62K | Buy |
+1,205
| New | +$62K | 0.29% | 243 |
|
|
2019
Q4 | – | Sell |
-7,318
| Closed | -$418K | – | 472 |
|
|
2019
Q3 | $418K | Buy |
7,318
+2,283
| +45% | +$130K | 0.27% | 278 |
|
|
2019
Q2 | $329K | Buy |
+5,035
| New | +$329K | 0.27% | 286 |
|
|
2019
Q1 | – | Sell |
-1,601
| Closed | -$95K | – | 484 |
|
|
2018
Q4 | $95K | Sell |
1,601
-357
| -18% | -$21.2K | 0.07% | 381 |
|
|
2018
Q3 | $185K | Buy |
+1,958
| New | +$185K | 0.3% | 139 |
|