Concorde Asset Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,770
| Closed | -$223K | – | 203 |
|
|
2021
Q2 | $223K | Sell |
2,770
-504
| -15% | -$40.6K | 0.13% | 170 |
|
|
2021
Q1 | $223K | Buy |
+3,274
| New | +$223K | 0.13% | 189 |
|
|
2020
Q4 | – | Sell |
-6,019
| Closed | -$309K | – | 168 |
|
|
2020
Q3 | $309K | Buy |
+6,019
| New | +$309K | 0.18% | 129 |
|
|
2020
Q1 | – | Sell |
-13,215
| Closed | -$979K | – | 123 |
|
|
2019
Q4 | $979K | Buy |
+13,215
| New | +$979K | 0.68% | 33 |
|