DFPG Investments’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6.51M | Sell |
96,102
-1,060
| -1% | -$71.8K | 0.51% | 41 |
|
|
2023
Q3 | $6.58M | Sell |
97,162
-2,821
| -3% | -$191K | 0.61% | 29 |
|
|
2023
Q2 | $6.33M | Sell |
99,983
-324
| -0.3% | -$20.5K | 0.57% | 35 |
|
|
2023
Q1 | $5.89M | Buy |
100,307
+204
| +0.2% | +$12K | 0.63% | 28 |
|
|
2022
Q4 | $5.68M | Buy |
100,103
+2,000
| +2% | +$113K | 0.94% | 20 |
|
|
2022
Q3 | $7.42M | Sell |
98,103
-2,036
| -2% | -$154K | 3.15% | 5 |
|
|
2022
Q2 | $5.85M | Buy |
100,139
+2,007
| +2% | +$117K | 2.55% | 8 |
|
|
2022
Q1 | $6.76M | Buy |
98,132
+35
| +0% | +$2.41K | 2.63% | 9 |
|
|
2021
Q4 | $4.81M | Sell |
98,097
-10
| -0% | -$490 | 2.01% | 13 |
|
|
2021
Q3 | $6.24M | Buy |
98,107
+45
| +0% | +$2.86K | 2.36% | 9 |
|
|
2021
Q2 | $7.68M | Sell |
98,062
-988
| -1% | -$77.3K | 2.9% | 6 |
|
|
2021
Q1 | $6.62M | Hold |
99,050
| – | – | 2.83% | 7 |
|
|
2020
Q4 | $7.46M | Sell |
99,050
-1,000
| -1% | -$75.3K | 3.43% | 5 |
|
|
2020
Q3 | $5.46M | Hold |
100,050
| – | – | 2.91% | 7 |
|
|
2020
Q2 | $5.81M | Sell |
100,050
-600
| -0.6% | -$34.9K | 3.54% | 4 |
|
|
2020
Q1 | $4.61M | Buy |
+100,650
| New | +$4.61M | 3.44% | 4 |
|