CI Investments Inc’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Sell |
144
-11
| -7% | -$1.15K | ﹤0.01% | 1177 |
|
|
2025
Q1 | $14K | Sell |
155
-4
| -3% | -$361 | ﹤0.01% | 1202 |
|
|
2024
Q4 | $15K | Sell |
159
-54
| -25% | -$5.09K | ﹤0.01% | 1205 |
|
|
2024
Q3 | $17K | Buy |
213
+57
| +37% | +$4.55K | ﹤0.01% | 1135 |
|
|
2024
Q2 | $13K | Sell |
156
-9
| -5% | -$750 | ﹤0.01% | 1120 |
|
|
2024
Q1 | $13K | Buy |
165
+37
| +29% | +$2.92K | ﹤0.01% | 1171 |
|
|
2023
Q4 | $8K | Buy |
128
+1
| +0.8% | +$63 | ﹤0.01% | 1178 |
|
|
2023
Q3 | $9K | Buy |
127
+10
| +9% | +$709 | ﹤0.01% | 1187 |
|
|
2023
Q2 | $7K | Buy |
117
+112
| +2,240% | +$6.7K | ﹤0.01% | 1215 |
|
|
2023
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1207 |
|
|
2022
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1255 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | – | – | 1356 |
|
|
2021
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1344 |
|
|
2021
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1310 |
|
|
2020
Q2 | – | Sell |
-6,101
| Closed | -$309K | – | 646 |
|
|
2020
Q1 | $309K | Buy |
+6,101
| New | +$309K | ﹤0.01% | 443 |
|