Ladenburg Thalmann Financial Services’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $678K | Buy |
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|
2019
Q3 | $208K | Buy |
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|
2019
Q2 | $117K | Buy |
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|
2019
Q1 | $112K | Buy |
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|
2018
Q4 | $46K | Buy |
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|
2018
Q3 | $10K | Sell |
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|
2018
Q2 | $459K | Hold |
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|
2018
Q1 | $459K | Buy |
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|
2017
Q4 | $258K | Sell |
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|
2017
Q3 | $280K | Buy |
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|
2017
Q2 | $268K | Sell |
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|
2017
Q1 | $242K | Sell |
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|
2016
Q4 | $332K | Hold |
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|
2016
Q3 | $311K | Sell |
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|
2016
Q2 | $271K | Buy |
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