HRT Financial’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-35,445
| Closed | -$2.3M | – | 3247 |
|
2021
Q3 | $2.3M | Buy |
35,445
+20,570
| +138% | +$1.33M | 0.01% | 579 |
|
2021
Q2 | $1.2M | Buy |
+14,875
| New | +$1.2M | 0.01% | 860 |
|
2020
Q1 | – | Sell |
-7,985
| Closed | -$591K | – | 887 |
|
2019
Q4 | $591K | Buy |
+7,985
| New | +$591K | 0.03% | 436 |
|
2019
Q2 | – | Sell |
-23,963
| Closed | -$1.77M | – | 798 |
|
2019
Q1 | $1.77M | Buy |
+23,963
| New | +$1.77M | 0.27% | 45 |
|