CSat Investment Advisory’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-226
| Closed | -$12K | – | 722 |
|
|
2020
Q3 | $12K | Buy |
226
+34
| +18% | +$1.81K | ﹤0.01% | 1003 |
|
|
2020
Q2 | $11K | Sell |
192
-37
| -16% | -$2.12K | ﹤0.01% | 1011 |
|
|
2020
Q1 | $12K | Buy |
229
+44
| +24% | +$2.31K | ﹤0.01% | 857 |
|
|
2019
Q4 | $14K | Sell |
185
-949
| -84% | -$71.8K | ﹤0.01% | 890 |
|
|
2019
Q3 | $65K | Buy |
1,134
+111
| +11% | +$6.36K | 0.02% | 410 |
|
|
2019
Q2 | $67K | Buy |
+1,023
| New | +$67K | 0.02% | 378 |
|