Gemmer Asset Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-62
| Closed | -$4K | – | 548 |
|
|
2022
Q1 | $4K | Sell |
62
-13
| -17% | -$839 | ﹤0.01% | 999 |
|
|
2021
Q4 | $3K | Buy |
75
+26
| +53% | +$1.04K | ﹤0.01% | 1121 |
|
|
2021
Q3 | $3K | Buy |
49
+6
| +14% | +$367 | ﹤0.01% | 1123 |
|
|
2021
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 1296 |
|
|
2021
Q1 | $3K | Buy |
43
+3
| +8% | +$209 | ﹤0.01% | 1264 |
|
|
2020
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 1214 |
|
|
2020
Q3 | $2K | Buy |
40
+7
| +21% | +$350 | ﹤0.01% | 1188 |
|
|
2020
Q2 | $2K | Sell |
33
-40
| -55% | -$2.42K | ﹤0.01% | 1171 |
|
|
2020
Q1 | $4K | Buy |
73
+21
| +40% | +$1.15K | ﹤0.01% | 842 |
|
|
2019
Q4 | $4K | Buy |
52
+8
| +18% | +$615 | ﹤0.01% | 1036 |
|
|
2019
Q3 | $3K | Buy |
44
+8
| +22% | +$545 | ﹤0.01% | 1146 |
|
|
2019
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 1243 |
|
|
2019
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 1171 |
|
|
2018
Q4 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 1215 |
|