Mackay Shields LLC’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-13,900
| Closed | -$945K | – | 979 |
|
|
2021
Q1 | $945K | Sell |
13,900
-10,800
| -44% | -$734K | 0.01% | 1013 |
|
|
2020
Q4 | $1.72M | Buy |
24,700
+6,500
| +36% | +$453K | 0.01% | 906 |
|
|
2020
Q3 | $935K | Sell |
18,200
-14,200
| -44% | -$730K | 0.01% | 1046 |
|
|
2020
Q2 | $1.9M | Buy |
+32,400
| New | +$1.9M | 0.02% | 780 |
|
|
2019
Q3 | – | Sell |
-24,211
| Closed | -$1.58M | – | 1449 |
|
|
2019
Q2 | $1.58M | Buy |
24,211
+17,750
| +275% | +$1.16M | 0.01% | 992 |
|
|
2019
Q1 | $478K | Sell |
6,461
-600
| -8% | -$44.4K | ﹤0.01% | 1185 |
|
|
2018
Q4 | $421K | Sell |
7,061
-639
| -8% | -$38.1K | ﹤0.01% | 1192 |
|
|
2018
Q3 | $727K | Buy |
+7,700
| New | +$727K | 0.01% | 937 |
|