Corton Capital’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,985
| Closed | -$244K | – | 489 |
|
|
2024
Q3 | $244K | Sell |
2,985
-649
| -18% | -$53.1K | 0.12% | 275 |
|
|
2024
Q2 | $313K | Sell |
3,634
-747
| -17% | -$64.4K | 0.16% | 176 |
|
|
2024
Q1 | $358K | Sell |
4,381
-814
| -16% | -$66.4K | 0.13% | 216 |
|
|
2023
Q4 | $344K | Buy |
5,195
+82
| +2% | +$5.44K | 0.11% | 273 |
|
|
2023
Q3 | $374K | Sell |
5,113
-1,821
| -26% | -$133K | 0.19% | 147 |
|
|
2023
Q2 | $438K | Buy |
6,934
+1,630
| +31% | +$103K | 0.21% | 123 |
|
|
2023
Q1 | $311K | Buy |
5,304
+2,005
| +61% | +$118K | 0.22% | 138 |
|
|
2022
Q4 | $203K | Buy |
+3,299
| New | +$203K | 0.17% | 220 |
|