LMCG Investments’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 |
-8,216
| Closed | -$708K | – | 251 |
|
|
2024
Q2 | $708K | Sell |
8,216
-72
| -0.9% | -$6.21K | 0.04% | 222 |
|
|
2024
Q1 | $677K | Sell |
8,288
-3,550
| -30% | -$290K | 0.04% | 239 |
|
|
2023
Q4 | $785K | Hold |
11,838
| – | – | 0.05% | 240 |
|
|
2023
Q3 | $865K | Buy |
+11,838
| New | +$865K | 0.06% | 226 |
|