Denver Investment Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.23M | Buy |
20,311
+1,337
| +7% | +$81K | 0.06% | 210 |
|
|
2017
Q4 | $885K | Buy |
18,974
+7,409
| +64% | +$346K | 0.04% | 244 |
|
|
2017
Q3 | $585K | Buy |
11,565
+120
| +1% | +$6.07K | 0.03% | 295 |
|
|
2017
Q2 | $570K | Sell |
11,445
-5,885
| -34% | -$293K | 0.03% | 301 |
|
|
2017
Q1 | $736K | Sell |
17,330
-860
| -5% | -$36.5K | 0.03% | 273 |
|
|
2016
Q4 | $737K | Buy |
18,190
+11,860
| +187% | +$481K | 0.03% | 282 |
|
|
2016
Q3 | $240K | Sell |
6,330
-350
| -5% | -$13.3K | 0.01% | 388 |
|
|
2016
Q2 | $203K | Buy |
+6,680
| New | +$203K | 0.01% | 415 |
|
|
2015
Q2 | – | Sell |
-83,840
| Closed | -$2.1M | – | 573 |
|
|
2015
Q1 | $2.1M | Buy |
+83,840
| New | +$2.1M | 0.07% | 270 |
|