Macroview Investment Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-180
| Closed | -$14.7K | – | 280 |
|
|
2024
Q3 | $14.7K | Hold |
180
| – | – | 0.01% | 198 |
|
|
2024
Q2 | $15.5K | Hold |
180
| – | – | 0.02% | 194 |
|
|
2024
Q1 | $14.7K | Hold |
180
| – | – | 0.02% | 215 |
|
|
2023
Q4 | $11.9K | Buy |
+180
| New | +$11.9K | 0.01% | 225 |
|
|
2023
Q3 | – | Sell |
-368
| Closed | -$23.2K | – | 831 |
|
|
2023
Q2 | $23.2K | Buy |
368
+123
| +50% | +$7.77K | 0.04% | 125 |
|
|
2023
Q1 | $14.4K | Hold |
245
| – | – | 0.02% | 156 |
|
|
2022
Q4 | $15.1K | Hold |
245
| – | – | 0.03% | 151 |
|
|
2022
Q3 | $16K | Hold |
245
| – | – | 0.03% | 127 |
|
|
2022
Q2 | $15K | Hold |
245
| – | – | 0.02% | 145 |
|
|
2022
Q1 | $17K | Hold |
245
| – | – | 0.02% | 143 |
|
|
2021
Q4 | $11K | Buy |
245
+180
| +277% | +$8.08K | 0.01% | 240 |
|
|
2021
Q3 | $4K | Buy |
+65
| New | +$4K | 0.01% | 286 |
|