CNA Financial’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,148
| Closed | -$317K | – | 44 |
|
|
2022
Q4 | $317K | Sell |
5,148
-3,923
| -43% | -$242K | 0.19% | 57 |
|
|
2022
Q3 | $609K | Sell |
9,071
-521
| -5% | -$35K | 0.23% | 89 |
|
|
2022
Q2 | $589K | Hold |
9,592
| – | – | 0.21% | 108 |
|
|
2022
Q1 | $647K | Hold |
9,592
| – | – | 0.2% | 131 |
|
|
2021
Q4 | $424K | Hold |
9,592
| – | – | 0.11% | 172 |
|
|
2021
Q3 | $621K | Sell |
9,592
-2,058
| -18% | -$133K | 0.17% | 151 |
|
|
2021
Q2 | $938K | Hold |
11,650
| – | – | 0.27% | 119 |
|
|
2021
Q1 | $792K | Hold |
11,650
| – | – | 0.24% | 126 |
|
|
2020
Q4 | $812K | Sell |
11,650
-7,470
| -39% | -$521K | 0.26% | 117 |
|
|
2020
Q3 | $982K | Sell |
19,120
-4,030
| -17% | -$207K | 0.36% | 70 |
|
|
2020
Q2 | $1.36M | Buy |
23,150
+15,052
| +186% | +$883K | 0.54% | 39 |
|
|
2020
Q1 | $410K | Buy |
+8,098
| New | +$410K | 0.17% | 79 |
|