Jay D. Rosenbaum’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,336
| Closed | -$288K | – | 19 |
|
|
2024
Q2 | $288K | Buy |
3,336
+720
| +28% | +$62.1K | 1.63% | 19 |
|
|
2024
Q1 | $214K | Buy |
+2,616
| New | +$214K | 1.21% | 28 |
|
|
2023
Q4 | – | Sell |
-3,000
| Closed | -$219K | – | 56 |
|
|
2023
Q3 | $219K | Buy |
+3,000
| New | +$219K | 0.37% | 61 |
|
|
2022
Q4 | – | Sell |
-2,980
| Closed | -$200K | – | 54 |
|
|
2022
Q3 | $200K | Buy |
+2,980
| New | +$200K | 0.46% | 54 |
|
|
2022
Q2 | – | Sell |
-2,980
| Closed | -$201K | – | 64 |
|
|
2022
Q1 | $201K | Buy |
+2,980
| New | +$201K | 0.32% | 66 |
|