Foundry Partners’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-24,117
| Closed | -$1.64M | – | 402 |
|
|
2021
Q1 | $1.64M | Sell |
24,117
-812
| -3% | -$55.2K | 0.05% | 307 |
|
|
2020
Q4 | $1.74M | Sell |
24,929
-151
| -0.6% | -$10.5K | 0.07% | 299 |
|
|
2020
Q3 | $1.29M | Sell |
25,080
-355
| -1% | -$18.2K | 0.06% | 297 |
|
|
2020
Q2 | $1.49M | Sell |
25,435
-967
| -4% | -$56.7K | 0.07% | 272 |
|
|
2020
Q1 | $1.34M | Hold |
26,402
| – | – | 0.08% | 273 |
|
|
2019
Q4 | $1.96M | Sell |
26,402
-647
| -2% | -$47.9K | 0.07% | 270 |
|
|
2019
Q3 | $1.55M | Sell |
27,049
-63
| -0.2% | -$3.6K | 0.06% | 283 |
|
|
2019
Q2 | $1.77M | Sell |
27,112
-84
| -0.3% | -$5.49K | 0.07% | 274 |
|
|
2019
Q1 | $2.01M | Sell |
27,196
-1,868
| -6% | -$138K | 0.08% | 267 |
|
|
2018
Q4 | $1.73M | Sell |
29,064
-49
| -0.2% | -$2.92K | 0.08% | 284 |
|
|
2018
Q3 | $2.75M | Sell |
29,113
-45
| -0.2% | -$4.25K | 0.1% | 255 |
|
|
2018
Q2 | $2.19M | Sell |
29,158
-1,908
| -6% | -$143K | 0.09% | 269 |
|
|
2018
Q1 | $1.88M | Sell |
31,066
-81
| -0.3% | -$4.9K | 0.08% | 285 |
|
|
2017
Q4 | $1.45M | Sell |
31,147
-45,582
| -59% | -$2.13M | 0.06% | 294 |
|
|
2017
Q3 | $3.88M | Sell |
76,729
-224
| -0.3% | -$11.3K | 0.16% | 233 |
|
|
2017
Q2 | $3.84M | Sell |
76,953
-1,770
| -2% | -$88.2K | 0.16% | 225 |
|
|
2017
Q1 | $3.34M | Sell |
78,723
-324
| -0.4% | -$13.8K | 0.14% | 253 |
|
|
2016
Q4 | $3.2M | Buy |
+79,047
| New | +$3.2M | 0.14% | 249 |
|