Cipher Capital’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,249
| Closed | -$756K | – | 551 |
|
|
2022
Q3 | $756K | Sell |
11,249
-834
| -7% | -$56.1K | 0.12% | 223 |
|
|
2022
Q2 | $742K | Buy |
+12,083
| New | +$742K | 0.17% | 187 |
|
|
2021
Q2 | – | Sell |
-6,287
| Closed | -$428K | – | 426 |
|
|
2021
Q1 | $428K | Buy |
6,287
+3,079
| +96% | +$210K | 0.05% | 389 |
|
|
2020
Q4 | $224K | Sell |
3,208
-11,084
| -78% | -$774K | 0.03% | 428 |
|
|
2020
Q3 | $734K | Buy |
14,292
+3,690
| +35% | +$190K | 0.1% | 289 |
|
|
2020
Q2 | $622K | Buy |
10,602
+2,409
| +29% | +$141K | 0.1% | 278 |
|
|
2020
Q1 | $414K | Buy |
+8,193
| New | +$414K | 0.15% | 212 |
|
|
2019
Q3 | – | Sell |
-36,904
| Closed | -$2.41M | – | 585 |
|
|
2019
Q2 | $2.41M | Buy |
+36,904
| New | +$2.41M | 0.2% | 168 |
|
|
2018
Q2 | – | Sell |
-3,375
| Closed | -$204K | – | 550 |
|
|
2018
Q1 | $204K | Buy |
+3,375
| New | +$204K | 0.02% | 525 |
|