Essex Investment Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,908
| Closed | -$364K | – | 421 |
|
|
2019
Q4 | $364K | Hold |
4,908
| – | – | 0.04% | 339 |
|
|
2019
Q3 | $280K | Hold |
4,908
| – | – | 0.04% | 341 |
|
|
2019
Q2 | $321K | Sell |
4,908
-14,652
| -75% | -$958K | 0.04% | 336 |
|
|
2019
Q1 | $1.45M | Sell |
19,560
-215
| -1% | -$15.9K | 0.21% | 154 |
|
|
2018
Q4 | $1.18M | Buy |
19,775
+3,448
| +21% | +$206K | 0.19% | 168 |
|
|
2018
Q3 | $1.54M | Hold |
16,327
| – | – | 0.18% | 170 |
|
|
2018
Q2 | $1.23M | Sell |
16,327
-36
| -0.2% | -$2.7K | 0.15% | 195 |
|
|
2018
Q1 | $991K | Sell |
16,363
-2,429
| -13% | -$147K | 0.13% | 209 |
|
|
2017
Q4 | $877K | Buy |
+18,792
| New | +$877K | 0.12% | 225 |
|