Hillsdale Investment Management’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 |
-80
| Closed | -$6.55K | – | 628 |
|
|
2024
Q3 | $6.55K | Hold |
80
| – | – | ﹤0.01% | 557 |
|
|
2024
Q2 | $6.9K | Hold |
80
| – | – | ﹤0.01% | 512 |
|
|
2024
Q1 | $6.53K | Hold |
80
| – | – | ﹤0.01% | 522 |
|
|
2023
Q4 | $5.3K | Sell |
80
-10
| -11% | -$663 | ﹤0.01% | 532 |
|
|
2023
Q3 | $6.58K | Buy |
90
+30
| +50% | +$2.19K | ﹤0.01% | 461 |
|
|
2023
Q2 | $3.79K | Sell |
60
-12,240
| -100% | -$773K | ﹤0.01% | 479 |
|
|
2023
Q1 | $722K | Buy |
12,300
+1,000
| +9% | +$58.7K | 0.06% | 231 |
|
|
2022
Q4 | $697K | Buy |
+11,300
| New | +$697K | 0.06% | 241 |
|