D.A. Davidson & Co’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,105
| Closed | -$293K | – | 1127 |
|
|
2018
Q3 | $293K | Sell |
3,105
-131
| -4% | -$12.4K | 0.01% | 918 |
|
|
2018
Q2 | $243K | Sell |
3,236
-3,981
| -55% | -$299K | ﹤0.01% | 954 |
|
|
2018
Q1 | $437K | Buy |
7,217
+274
| +4% | +$16.6K | 0.01% | 737 |
|
|
2017
Q4 | $324K | Sell |
6,943
-96
| -1% | -$4.48K | 0.01% | 810 |
|
|
2017
Q3 | $356K | Buy |
7,039
+3,713
| +112% | +$188K | 0.01% | 782 |
|
|
2017
Q2 | $165K | Buy |
3,326
+439
| +15% | +$21.8K | ﹤0.01% | 1040 |
|
|
2017
Q1 | $122K | Buy |
2,887
+117
| +4% | +$4.94K | ﹤0.01% | 1158 |
|
|
2016
Q4 | $111K | Buy |
2,770
+1,272
| +85% | +$51K | ﹤0.01% | 1256 |
|
|
2016
Q3 | $56K | Buy |
1,498
+662
| +79% | +$24.7K | ﹤0.01% | 1475 |
|
|
2016
Q2 | $25K | Buy |
836
+368
| +79% | +$11K | ﹤0.01% | 1679 |
|
|
2016
Q1 | $11K | Buy |
+468
| New | +$11K | ﹤0.01% | 1885 |
|