Horan Securities’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13
| Closed | -$801 | – | 781 |
|
|
2022
Q4 | $801 | Buy |
+13
| New | +$801 | ﹤0.01% | 654 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 363 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 339 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 275 |
|
|
2019
Q4 | – | Sell |
-75
| Closed | -$4K | – | 115 |
|
|
2019
Q3 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 212 |
|
|
2019
Q2 | – | Sell |
-30
| Closed | -$2K | – | 293 |
|
|
2019
Q1 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 212 |
|