Magnus Financial Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,751
| Closed | -$220K | – | 454 |
|
|
2020
Q2 | $220K | Buy |
+3,751
| New | +$220K | 0.02% | 533 |
|
|
2020
Q1 | – | Sell |
-2,971
| Closed | -$220K | – | 609 |
|
|
2019
Q4 | $220K | Buy |
+2,971
| New | +$220K | 0.03% | 450 |
|
|
2019
Q3 | – | Sell |
-3,346
| Closed | -$219K | – | 562 |
|
|
2019
Q2 | $219K | Buy |
+3,346
| New | +$219K | 0.04% | 407 |
|