Glen Eagle Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-75
| Closed | -$6.04K | – | 1075 |
|
|
2021
Q2 | $6.04K | Hold |
75
| – | – | ﹤0.01% | 788 |
|
|
2021
Q1 | $5.1K | Sell |
75
-10
| -12% | -$680 | ﹤0.01% | 766 |
|
|
2020
Q4 | $5.93K | Hold |
85
| – | – | ﹤0.01% | 713 |
|
|
2020
Q3 | $4.37K | Hold |
85
| – | – | ﹤0.01% | 709 |
|
|
2020
Q2 | $4.99K | Buy |
85
+10
| +13% | +$587 | ﹤0.01% | 666 |
|
|
2020
Q1 | $3.79K | Sell |
75
-50
| -40% | -$2.53K | ﹤0.01% | 659 |
|
|
2019
Q4 | $9.26K | Hold |
125
| – | – | ﹤0.01% | 604 |
|
|
2019
Q3 | $7.14K | Hold |
125
| – | – | ﹤0.01% | 565 |
|
|
2019
Q2 | $8.18K | Buy |
125
+75
| +150% | +$4.91K | 0.01% | 536 |
|
|
2019
Q1 | $3.7K | Hold |
50
| – | – | ﹤0.01% | 609 |
|
|
2018
Q4 | $2.98K | Hold |
50
| – | – | ﹤0.01% | 598 |
|
|
2018
Q3 | $4.72K | Sell |
50
-50
| -50% | -$4.72K | ﹤0.01% | 567 |
|
|
2018
Q2 | $7.51K | Hold |
100
| – | – | 0.01% | 498 |
|
|
2018
Q1 | $6.05K | Buy |
100
+20
| +25% | +$1.21K | 0.01% | 502 |
|
|
2017
Q4 | $3.73K | Sell |
80
-60
| -43% | -$2.8K | ﹤0.01% | 540 |
|
|
2017
Q3 | $7.08K | Hold |
140
| – | – | 0.01% | 477 |
|
|
2017
Q2 | $6.98K | Buy |
140
+30
| +27% | +$1.5K | 0.01% | 444 |
|
|
2017
Q1 | $4.67K | Buy |
+110
| New | +$4.67K | ﹤0.01% | 465 |
|