Financial Gravity Asset Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | -$41 | – | 1938 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1841 |
|
|
2019
Q4 | – | Sell |
-7
| Closed | – | – | 1542 |
|
|
2019
Q3 | $0 | Sell |
7
-4
| -36% | – | ﹤0.01% | 1376 |
|
|
2019
Q2 | $1K | Sell |
11
-600
| -98% | -$54.5K | ﹤0.01% | 1058 |
|
|
2019
Q1 | $45K | Buy |
+611
| New | +$45K | 0.04% | 335 |
|