Dock Street Asset Management’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 |
-119,347
| Closed | -$6.04M | – | 50 |
|
|
2020
Q1 | $6.04M | Sell |
119,347
-157
| -0.1% | -$7.94K | 2.13% | 18 |
|
|
2019
Q4 | $8.85M | Hold |
119,504
| – | – | 2.56% | 19 |
|
|
2019
Q3 | $6.83M | Buy |
119,504
+208
| +0.2% | +$11.9K | 2.32% | 19 |
|
|
2019
Q2 | $7.8M | Buy |
119,296
+75,584
| +173% | +$4.94M | 2.63% | 18 |
|
|
2019
Q1 | $3.23M | Buy |
+43,712
| New | +$3.23M | 1.11% | 21 |
|