FORA Capital’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,582
| Closed | -$536K | – | 570 |
|
|
2024
Q4 | $536K | Buy |
+5,582
| New | +$536K | 0.06% | 256 |
|
|
2022
Q4 | – | Sell |
-8,998
| Closed | -$604K | – | 560 |
|
|
2022
Q3 | $604K | Buy |
8,998
+1,032
| +13% | +$69.3K | 0.12% | 227 |
|
|
2022
Q2 | $489K | Buy |
+7,966
| New | +$489K | 0.1% | 254 |
|
|
2021
Q3 | – | Sell |
-4,624
| Closed | -$372K | – | 578 |
|
|
2021
Q2 | $372K | Buy |
4,624
+3,779
| +447% | +$304K | 0.07% | 319 |
|
|
2021
Q1 | $57K | Sell |
845
-4,152
| -83% | -$280K | 0.02% | 522 |
|
|
2020
Q4 | $348K | Buy |
+4,997
| New | +$348K | 0.05% | 372 |
|
|
2020
Q3 | – | Sell |
-889
| Closed | -$52K | – | 789 |
|
|
2020
Q2 | $52K | Buy |
+889
| New | +$52K | 0.02% | 632 |
|