Invictus RG’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,337
| Closed | -$787K | – | 70 |
|
|
2018
Q3 | $787K | Buy |
8,337
+5,050
| +154% | +$477K | 0.6% | 32 |
|
|
2018
Q2 | $247K | Sell |
3,287
-5,120
| -61% | -$385K | 0.21% | 187 |
|
|
2018
Q1 | $509K | Buy |
+8,407
| New | +$509K | 0.34% | 48 |
|
|
2017
Q3 | – | Sell |
-2,542
| Closed | -$127K | – | 587 |
|
|
2017
Q2 | $127K | Buy |
+2,542
| New | +$127K | 0.09% | 362 |
|