Fieldpoint Private Securities’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-15
| Closed | -$1K | – | 1696 |
|
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1571 |
|
|
2021
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1481 |
|
|
2021
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1476 |
|
|
2020
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1408 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$30K | – | 388 |
|
|
2018
Q4 | $30K | Hold |
500
| – | – | 0.01% | 309 |
|
|
2018
Q3 | $47K | Hold |
500
| – | – | 0.02% | 312 |
|
|
2018
Q2 | $38K | Hold |
500
| – | – | 0.01% | 323 |
|
|
2018
Q1 | $30K | Hold |
500
| – | – | 0.01% | 325 |
|
|
2017
Q4 | $23K | Hold |
500
| – | – | 0.01% | 332 |
|
|
2017
Q3 | $25K | Buy |
+500
| New | +$25K | 0.01% | 496 |
|
|
2017
Q2 | – | Sell |
-500
| Closed | -$21K | – | 227 |
|
|
2017
Q1 | $21K | Buy |
+500
| New | +$21K | 0.02% | 265 |
|