Duality Advisers’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,067
| Closed | -$474K | – | 612 |
|
|
2023
Q1 | $474K | Buy |
+8,067
| New | +$474K | 0.05% | 420 |
|
|
2022
Q1 | – | Sell |
-72,313
| Closed | -$3.2M | – | 716 |
|
|
2021
Q4 | $3.2M | Buy |
72,313
+63,539
| +724% | +$2.81M | 0.35% | 88 |
|
|
2021
Q3 | $568K | Buy |
8,774
+862
| +11% | +$55.8K | 0.04% | 429 |
|
|
2021
Q2 | $637K | Sell |
7,912
-9,777
| -55% | -$787K | 0.06% | 407 |
|
|
2021
Q1 | $1.2M | Sell |
17,689
-25,513
| -59% | -$1.74M | 0.1% | 310 |
|
|
2020
Q4 | $3.01M | Buy |
+43,202
| New | +$3.01M | 0.22% | 128 |
|