Disciplined Investments’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11
| Closed | -$695 | – | 743 |
|
|
2023
Q2 | $695 | Sell |
11
-1
| -8% | -$63 | ﹤0.01% | 1105 |
|
|
2023
Q1 | $705 | Buy |
12
+1
| +9% | +$59 | ﹤0.01% | 1110 |
|
|
2022
Q4 | $678 | Sell |
11
-3
| -21% | -$185 | ﹤0.01% | 1059 |
|
|
2022
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 936 |
|
|
2022
Q2 | $1K | Buy |
14
+4
| +40% | +$286 | ﹤0.01% | 957 |
|
|
2022
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1015 |
|