Ellevest Inc’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 |
-24
| Closed | -$1.41K | – | 927 |
|
|
2023
Q1 | $1.41K | Sell |
24
-29
| -55% | -$1.7K | ﹤0.01% | 1519 |
|
|
2022
Q4 | $3.27K | Buy |
53
+52
| +5,200% | +$3.21K | ﹤0.01% | 1290 |
|
|
2022
Q3 | $0 | Sell |
1
-17
| -94% | – | ﹤0.01% | 1715 |
|
|
2022
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1267 |
|
|
2022
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1300 |
|
|
2021
Q4 | – | Sell |
-2
| Closed | – | – | 1527 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1481 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1328 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1290 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1262 |
|
|
2020
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1208 |
|