Edgestream Partners’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,008
| Closed | -$1.23M | – | 951 |
|
|
2024
Q3 | $1.23M | Buy |
+15,008
| New | +$1.23M | 0.05% | 525 |
|
|
2024
Q2 | – | Sell |
-10,025
| Closed | -$818K | – | 927 |
|
|
2024
Q1 | $818K | Buy |
10,025
+2,299
| +30% | +$188K | 0.04% | 547 |
|
|
2023
Q4 | $512K | Buy |
+7,726
| New | +$512K | 0.04% | 608 |
|