Elkfork Partners’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $4.48M | Buy |
78,316
+19,236
| +33% | +$1.1M | 0.11% | 165 |
|
|
2019
Q2 | $3.86M | Buy |
59,080
+3,780
| +7% | +$247K | 0.09% | 187 |
|
|
2019
Q1 | $4.09M | Buy |
55,300
+2,912
| +6% | +$215K | 0.1% | 180 |
|
|
2018
Q4 | $3.13M | Sell |
52,388
-1,288
| -2% | -$76.8K | 0.09% | 206 |
|
|
2018
Q3 | $5.07M | Buy |
53,676
+6,804
| +15% | +$642K | 0.12% | 171 |
|
|
2018
Q2 | $3.52M | Sell |
46,872
-476
| -1% | -$35.7K | 0.09% | 199 |
|
|
2018
Q1 | $2.87M | Sell |
47,348
-5,404
| -10% | -$327K | 0.08% | 199 |
|
|
2017
Q4 | $2.46M | Sell |
52,752
-5,124
| -9% | -$239K | 0.07% | 224 |
|
|
2017
Q3 | $2.93M | Buy |
57,876
+8,792
| +18% | +$445K | 0.08% | 192 |
|
|
2017
Q2 | $2.45M | Sell |
49,084
-6,860
| -12% | -$342K | 0.07% | 204 |
|
|
2017
Q1 | $2.38M | Buy |
55,944
+196
| +0.4% | +$8.32K | 0.07% | 210 |
|
|
2016
Q4 | $2.26M | Buy |
+55,748
| New | +$2.26M | 0.07% | 201 |
|