FinTrust Capital 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 |
-61
| Closed | -$3.76K | – | 1260 |
|
|
2023
Q2 | $3.76K | Hold |
61
| – | – | ﹤0.01% | 908 |
|
|
2023
Q1 | $3.76K | Hold |
61
| – | – | ﹤0.01% | 904 |
|
|
2022
Q4 | $3.76K | Sell |
61
-185
| -75% | -$11.4K | ﹤0.01% | 906 |
|
|
2022
Q3 | $18K | Buy |
246
+10
| +4% | +$732 | ﹤0.01% | 732 |
|
|
2022
Q2 | $13K | Buy |
236
+8
| +4% | +$441 | ﹤0.01% | 813 |
|
|
2022
Q1 | $15K | Buy |
228
+184
| +418% | +$12.1K | ﹤0.01% | 820 |
|
|
2021
Q4 | $2K | Sell |
44
-165
| -79% | -$7.5K | ﹤0.01% | 1098 |
|
|
2021
Q3 | $14K | Hold |
209
| – | – | ﹤0.01% | 815 |
|
|
2021
Q2 | $17K | Buy |
209
+33
| +19% | +$2.68K | ﹤0.01% | 780 |
|
|
2021
Q1 | $12K | Hold |
176
| – | – | ﹤0.01% | 847 |
|
|
2020
Q4 | $12K | Sell |
176
-20
| -10% | -$1.36K | ﹤0.01% | 780 |
|
|
2020
Q3 | $10 | Buy |
196
+156
| +390% | +$8 | ﹤0.01% | 799 |
|
|
2020
Q2 | $2K | Sell |
40
-12
| -23% | -$600 | ﹤0.01% | 917 |
|
|
2020
Q1 | $3K | Hold |
52
| – | – | ﹤0.01% | 944 |
|
|
2019
Q4 | $4K | Buy |
52
+8
| +18% | +$615 | ﹤0.01% | 887 |
|
|
2019
Q3 | $3K | Buy |
44
+24
| +120% | +$1.64K | ﹤0.01% | 922 |
|
|
2019
Q2 | $1K | Sell |
20
-5
| -20% | -$250 | ﹤0.01% | 995 |
|
|
2019
Q1 | $2K | Sell |
25
-4
| -14% | -$320 | ﹤0.01% | 1091 |
|
|
2018
Q4 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 1091 |
|