Harbour Investments’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19
| Closed | -$1.56K | – | 3537 |
|
|
2024
Q3 | $1.56K | Buy |
19
+8
| +73% | +$655 | ﹤0.01% | 2993 |
|
|
2024
Q2 | $948 | Sell |
11
-38
| -78% | -$3.28K | ﹤0.01% | 3000 |
|
|
2024
Q1 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 2580 |
|
|
2023
Q2 | – | Sell |
-50
| Closed | -$2.94K | – | 3073 |
|
|
2023
Q1 | $2.94K | Hold |
50
| – | – | ﹤0.01% | 2463 |
|
|
2022
Q4 | $3.08K | Hold |
50
| – | – | ﹤0.01% | 2394 |
|
|
2022
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 2321 |
|
|
2022
Q2 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 2321 |
|
|
2021
Q4 | $2K | Sell |
50
-7
| -12% | -$280 | ﹤0.01% | 2401 |
|
|
2021
Q3 | $4K | Sell |
57
-113
| -66% | -$7.93K | ﹤0.01% | 3072 |
|
|
2021
Q2 | $14K | Buy |
170
+2
| +1% | +$165 | ﹤0.01% | 2542 |
|
|
2021
Q1 | $11K | Buy |
+168
| New | +$11K | ﹤0.01% | 2555 |
|