Harvest Group Wealth Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5
| Closed | – | – | 322 |
|
|
2020
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 730 |
|
|
2020
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 682 |
|
|
2020
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 638 |
|
|
2020
Q1 | – | Sell |
-18
| Closed | -$1K | – | 705 |
|
|
2019
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 786 |
|
|
2019
Q3 | – | Sell |
-15
| Closed | – | – | 1069 |
|
|
2019
Q2 | $0 | Buy |
+15
| New | – | ﹤0.01% | 952 |
|