Lunt Capital Management’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 |
-17,730
| Closed | -$1.53M | – | 93 |
|
|
2024
Q2 | $1.53M | Hold |
17,730
| – | – | 0.75% | 34 |
|
|
2024
Q1 | $1.45M | Hold |
17,730
| – | – | 0.72% | 33 |
|
|
2023
Q4 | $1.18M | Hold |
17,730
| – | – | 0.61% | 37 |
|
|
2023
Q3 | $1.3M | Hold |
17,730
| – | – | 0.68% | 30 |
|
|
2023
Q2 | $1.12M | Buy |
+17,730
| New | +$1.12M | 0.6% | 31 |
|