FDx Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,457
| Closed | -$218K | – | 695 |
|
|
2023
Q2 | $218K | Sell |
3,457
-252
| -7% | -$15.9K | 0.01% | 698 |
|
|
2023
Q1 | $229K | Hold |
3,709
| – | – | 0.01% | 665 |
|
|
2022
Q4 | $229K | Buy |
3,709
+488
| +15% | +$30.1K | 0.01% | 665 |
|
|
2022
Q3 | $216K | Buy |
+3,221
| New | +$216K | 0.01% | 664 |
|
|
2022
Q2 | – | Sell |
-3,063
| Closed | -$207K | – | 843 |
|
|
2022
Q1 | $207K | Buy |
+3,063
| New | +$207K | 0.01% | 786 |
|