Institutional & Family Asset Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.81K | Hold |
21
| – | – | ﹤0.01% | 586 |
|
|
2024
Q1 | $1.71K | Hold |
21
| – | – | ﹤0.01% | 589 |
|
|
2023
Q4 | $1.39K | Hold |
21
| – | – | ﹤0.01% | 584 |
|
|
2023
Q3 | $1.53K | Buy |
21
+6
| +40% | +$438 | ﹤0.01% | 574 |
|
|
2023
Q2 | $947 | Hold |
15
| – | – | ﹤0.01% | 633 |
|
|
2023
Q1 | $881 | Sell |
15
-6
| -29% | -$352 | ﹤0.01% | 638 |
|
|
2022
Q4 | $1.29K | Hold |
21
| – | – | ﹤0.01% | 587 |
|
|
2022
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 635 |
|
|
2022
Q2 | $1K | Buy |
21
+6
| +40% | +$286 | ﹤0.01% | 653 |
|
|
2022
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 692 |
|
|
2021
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 719 |
|
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 836 |
|
|
2021
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 889 |
|
|
2021
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 867 |
|
|
2020
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 836 |
|
|
2020
Q3 | $1K | Sell |
15
-16
| -52% | -$1.07K | ﹤0.01% | 785 |
|
|
2020
Q2 | $2K | Sell |
31
-5
| -14% | -$323 | ﹤0.01% | 693 |
|
|
2020
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 647 |
|
|
2019
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 661 |
|
|
2019
Q3 | $2K | Sell |
36
-1
| -3% | -$56 | ﹤0.01% | 699 |
|
|
2019
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 716 |
|
|
2019
Q1 | $3K | Hold |
37
| – | – | ﹤0.01% | 656 |
|
|
2018
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 688 |
|
|
2018
Q3 | $3K | Hold |
37
| – | – | ﹤0.01% | 675 |
|
|
2018
Q2 | $3K | Hold |
37
| – | – | ﹤0.01% | 667 |
|
|
2018
Q1 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 714 |
|