DTL
Dynamic Technology Lab’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Buy |
+27,511
| New | +$2.88M | 0.39% | 20 |
|
|
2024
Q2 | – | Sell |
-14,313
| Closed | -$1.17M | – | 1145 |
|
|
2024
Q1 | $1.17M | Buy |
14,313
+1,177
| +9% | +$96K | 0.12% | 273 |
|
|
2023
Q4 | $871K | Buy |
+13,136
| New | +$871K | 0.09% | 373 |
|
|
2023
Q2 | – | Sell |
-11,705
| Closed | -$687K | – | 1165 |
|
|
2023
Q1 | $687K | Sell |
11,705
-1,495
| -11% | -$87.7K | 0.06% | 515 |
|
|
2022
Q4 | $814K | Buy |
13,200
+5,440
| +70% | +$335K | 0.08% | 409 |
|
|
2022
Q3 | $521K | Sell |
7,760
-14,130
| -65% | -$949K | 0.05% | 611 |
|
|
2022
Q2 | $1.34M | Buy |
+21,890
| New | +$1.34M | 0.15% | 221 |
|
|
2022
Q1 | – | Sell |
-7,057
| Closed | -$312K | – | 1269 |
|
|
2021
Q4 | $312K | Buy |
7,057
+1,027
| +17% | +$45.4K | 0.03% | 782 |
|
|
2021
Q3 | $391K | Buy |
+6,030
| New | +$391K | 0.05% | 633 |
|
|
2021
Q2 | – | Sell |
-17,090
| Closed | -$1.16M | – | 1293 |
|
|
2021
Q1 | $1.16M | Buy |
+17,090
| New | +$1.16M | 0.13% | 206 |
|
|
2019
Q3 | – | Sell |
-18,063
| Closed | -$1.18M | – | 1091 |
|
|
2019
Q2 | $1.18M | Buy |
18,063
+2,288
| +15% | +$150K | 0.2% | 123 |
|
|
2019
Q1 | $1.17M | Buy |
15,775
+2,782
| +21% | +$206K | 0.19% | 141 |
|
|
2018
Q4 | $775K | Buy |
+12,993
| New | +$775K | 0.13% | 236 |
|
|
2017
Q2 | – | Sell |
-11,286
| Closed | -$479K | – | 1151 |
|
|
2017
Q1 | $479K | Sell |
11,286
-1,199
| -10% | -$50.9K | 0.11% | 324 |
|
|
2016
Q4 | $505K | Buy |
+12,485
| New | +$505K | 0.14% | 260 |
|
|
2016
Q1 | – | Sell |
-9,338
| Closed | -$234K | – | 1036 |
|
|
2015
Q4 | $234K | Buy |
+9,338
| New | +$234K | 0.07% | 633 |
|