Diversified Trust’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-15,493
| Closed | -$784K | – | 583 |
|
|
2020
Q1 | $784K | Hold |
15,493
| – | – | 0.05% | 153 |
|
|
2019
Q4 | $1.15M | Sell |
15,493
-847
| -5% | -$62.8K | 0.05% | 129 |
|
|
2019
Q3 | $934K | Hold |
16,340
| – | – | 0.04% | 126 |
|
|
2019
Q2 | $1.07M | Hold |
16,340
| – | – | 0.05% | 124 |
|
|
2019
Q1 | $1.21M | Buy |
16,340
+247
| +2% | +$18.3K | 0.06% | 110 |
|
|
2018
Q4 | $960K | Buy |
+16,093
| New | +$960K | 0.05% | 128 |
|