FCM Investments’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $3.07M | Sell |
65,887
-6,944
| -10% | -$324K | 4.38% | 9 |
|
|
2017
Q3 | $3.68M | Sell |
72,831
-2,369
| -3% | -$120K | 4.37% | 8 |
|
|
2017
Q2 | $3.75M | Sell |
75,200
-15,251
| -17% | -$760K | 2.86% | 10 |
|
|
2017
Q1 | $3.84M | Sell |
90,451
-8,100
| -8% | -$344K | 2.42% | 12 |
|
|
2016
Q4 | $3.99M | Sell |
98,551
-1,000
| -1% | -$40.5K | 2.42% | 11 |
|
|
2016
Q3 | $3.77M | Sell |
99,551
-150
| -0.2% | -$5.68K | 2.11% | 14 |
|
|
2016
Q2 | $3.03M | Buy |
99,701
+37,001
| +59% | +$1.12M | 1.8% | 16 |
|
|
2016
Q1 | $1.55M | Buy |
+62,700
| New | +$1.55M | 0.82% | 23 |
|