CIBC World Markets’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
10,519
-8,522
| -45% | -$893K | 0.01% | 587 |
|
|
2025
Q1 | $1.68M | Buy |
19,041
+11,011
| +137% | +$973K | 0.01% | 537 |
|
|
2024
Q4 | $770K | Buy |
+8,030
| New | +$770K | ﹤0.01% | 640 |
|
|
2021
Q2 | – | Sell |
-8,903
| Closed | -$605K | – | 745 |
|
|
2021
Q1 | $605K | Buy |
+8,903
| New | +$605K | ﹤0.01% | 710 |
|