J.P. Morgan Private Wealth Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $389K | Sell |
5,319
-529
| -9% | -$38.6K | ﹤0.01% | 1351 |
|
|
2023
Q2 | $369K | Sell |
5,848
-4,678
| -44% | -$295K | ﹤0.01% | 1157 |
|
|
2023
Q1 | $618K | Sell |
10,526
-8,011
| -43% | -$470K | ﹤0.01% | 1387 |
|
|
2022
Q4 | $1.14M | Sell |
18,537
-36
| -0.2% | -$2.22K | ﹤0.01% | 1084 |
|
|
2022
Q3 | $1.25M | Sell |
18,573
-823
| -4% | -$55.3K | ﹤0.01% | 1037 |
|
|
2022
Q2 | $1.19M | Buy |
19,396
+2,449
| +14% | +$150K | ﹤0.01% | 1043 |
|
|
2022
Q1 | $1.14M | Sell |
16,947
-945
| -5% | -$63.7K | ﹤0.01% | 1153 |
|
|
2021
Q4 | $792K | Sell |
17,892
-11,012
| -38% | -$487K | ﹤0.01% | 1359 |
|
|
2021
Q3 | $1.87M | Buy |
28,904
+708
| +3% | +$45.9K | ﹤0.01% | 929 |
|
|
2021
Q2 | $2.27M | Buy |
28,196
+20,047
| +246% | +$1.61M | 0.01% | 822 |
|
|
2021
Q1 | $554K | Sell |
8,149
-3,628
| -31% | -$247K | ﹤0.01% | 1270 |
|
|
2020
Q4 | $821K | Buy |
11,777
+5,565
| +90% | +$388K | ﹤0.01% | 1080 |
|
|
2020
Q3 | $319K | Buy |
+6,212
| New | +$319K | ﹤0.01% | 1338 |
|
|
2019
Q3 | – | Sell |
-56,807
| Closed | -$3.72M | – | 1451 |
|
|
2019
Q2 | $3.72M | Buy |
56,807
+32,626
| +135% | +$2.13M | 0.02% | 451 |
|
|
2019
Q1 | $1.79M | Buy |
+24,181
| New | +$1.79M | 0.01% | 640 |
|