DFPG Investments’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6.51M | Sell |
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|
2023
Q3 | $6.58M | Sell |
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|
2023
Q2 | $6.33M | Sell |
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|
2023
Q1 | $5.89M | Buy |
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|
2022
Q4 | $5.68M | Buy |
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|
2022
Q3 | $7.42M | Sell |
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|
2022
Q2 | $5.85M | Buy |
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|
2022
Q1 | $6.76M | Buy |
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|
2021
Q4 | $4.81M | Sell |
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|
2021
Q3 | $6.24M | Buy |
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|
2021
Q2 | $7.68M | Sell |
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|
2021
Q1 | $6.62M | Hold |
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|
2020
Q4 | $7.46M | Sell |
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|
2020
Q3 | $5.46M | Hold |
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|
2020
Q2 | $5.81M | Sell |
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|
2020
Q1 | $4.61M | Buy |
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