Chartwell Investment Partners’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,478
| Closed | -$1.2M | – | 431 |
|
|
2023
Q3 | $1.2M | Hold |
16,478
| – | – | 0.05% | 332 |
|
|
2023
Q2 | $1.04M | Buy |
16,478
+801
| +5% | +$50.6K | 0.04% | 350 |
|
|
2023
Q1 | $920K | Sell |
15,677
-11,073
| -41% | -$650K | 0.04% | 349 |
|
|
2022
Q4 | $1.65M | Buy |
+26,750
| New | +$1.65M | 0.07% | 285 |
|
|
2020
Q1 | – | Sell |
-15,441
| Closed | -$1.14M | – | 409 |
|
|
2019
Q4 | $1.14M | Sell |
15,441
-15,145
| -50% | -$1.12M | 0.04% | 348 |
|
|
2019
Q3 | $1.75M | Buy |
+30,586
| New | +$1.75M | 0.06% | 326 |
|