Kings Point Capital Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $34K | Hold |
500
| – | – | ﹤0.01% | 391 |
|
|
2021
Q4 | $22K | Hold |
500
| – | – | ﹤0.01% | 509 |
|
|
2021
Q3 | $32K | Hold |
500
| – | – | ﹤0.01% | 413 |
|
|
2021
Q2 | $40K | Hold |
500
| – | – | ﹤0.01% | 367 |
|
|
2021
Q1 | $34K | Hold |
500
| – | – | ﹤0.01% | 372 |
|
|
2020
Q4 | $35K | Hold |
500
| – | – | ﹤0.01% | 360 |
|
|
2020
Q3 | $26K | Hold |
500
| – | – | ﹤0.01% | 377 |
|
|
2020
Q2 | $29K | Buy |
+500
| New | +$29K | ﹤0.01% | 331 |
|