EAM Investors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27,998
| Closed | -$2.05M | – | 303 |
|
|
2023
Q3 | $2.05M | Buy |
+27,998
| New | +$2.05M | 0.39% | 97 |
|
|
2022
Q4 | – | Sell |
-28,103
| Closed | -$1.89M | – | 298 |
|
|
2022
Q3 | $1.89M | Buy |
+28,103
| New | +$1.89M | 0.41% | 101 |
|
|
2018
Q4 | – | Sell |
-37,956
| Closed | -$3.58M | – | 277 |
|
|
2018
Q3 | $3.58M | Sell |
37,956
-2,894
| -7% | -$273K | 0.53% | 50 |
|
|
2018
Q2 | $3.07M | Sell |
40,850
-9,757
| -19% | -$733K | 0.48% | 86 |
|
|
2018
Q1 | $3.06M | Buy |
+50,607
| New | +$3.06M | 0.51% | 81 |
|
|
2017
Q4 | – | Sell |
-40,785
| Closed | -$2.06M | – | 319 |
|
|
2017
Q3 | $2.06M | Sell |
40,785
-12,256
| -23% | -$620K | 0.27% | 187 |
|
|
2017
Q2 | $2.64M | Buy |
+53,041
| New | +$2.64M | 0.44% | 108 |
|