Icon Advisers’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-14,700
| Closed | -$862K | – | 203 |
|
|
2020
Q2 | $862K | Sell |
14,700
-3,700
| -20% | -$217K | 0.17% | 163 |
|
|
2020
Q1 | $931K | Hold |
18,400
| – | – | 0.2% | 144 |
|
|
2019
Q4 | $1.36M | Hold |
18,400
| – | – | 0.19% | 157 |
|
|
2019
Q3 | $1.05M | Hold |
18,400
| – | – | 0.16% | 189 |
|
|
2019
Q2 | $1.2M | Hold |
18,400
| – | – | 0.11% | 184 |
|
|
2019
Q1 | $1.36M | Hold |
18,400
| – | – | 0.14% | 164 |
|
|
2018
Q4 | $1.1M | Buy |
+18,400
| New | +$1.1M | 0.12% | 171 |
|