Ladenburg Thalmann Financial Services’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $678K | Buy |
9,180
+5,545
| +153% | +$410K | ﹤0.01% | 1569 |
|
|
2019
Q3 | $208K | Buy |
3,635
+1,830
| +101% | +$105K | ﹤0.01% | 2428 |
|
|
2019
Q2 | $117K | Buy |
1,805
+294
| +19% | +$19.1K | ﹤0.01% | 2855 |
|
|
2019
Q1 | $112K | Buy |
1,511
+744
| +97% | +$55.1K | ﹤0.01% | 2808 |
|
|
2018
Q4 | $46K | Buy |
767
+653
| +573% | +$39.2K | ﹤0.01% | 3318 |
|
|
2018
Q3 | $10K | Sell |
114
-7,457
| -98% | -$654K | ﹤0.01% | 4284 |
|
|
2018
Q2 | $459K | Hold |
7,571
| – | – | ﹤0.01% | 1616 |
|
|
2018
Q1 | $459K | Buy |
7,571
+2,046
| +37% | +$124K | ﹤0.01% | 1616 |
|
|
2017
Q4 | $258K | Sell |
5,525
-5
| -0.1% | -$233 | ﹤0.01% | 2025 |
|
|
2017
Q3 | $280K | Buy |
5,530
+163
| +3% | +$8.25K | ﹤0.01% | 1848 |
|
|
2017
Q2 | $268K | Sell |
5,367
-351
| -6% | -$17.5K | ﹤0.01% | 1805 |
|
|
2017
Q1 | $242K | Sell |
5,718
-2,481
| -30% | -$105K | ﹤0.01% | 1779 |
|
|
2016
Q4 | $332K | Hold |
8,199
| – | – | ﹤0.01% | 1484 |
|
|
2016
Q3 | $311K | Sell |
8,199
-726
| -8% | -$27.5K | ﹤0.01% | 1466 |
|
|
2016
Q2 | $271K | Buy |
+8,925
| New | +$271K | ﹤0.01% | 1479 |
|