Mark Sheptoff Financial Planning’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-240
| Closed | -$14K | – | 360 |
|
|
2018
Q4 | $14K | Hold |
240
| – | – | 0.01% | 213 |
|
|
2018
Q3 | $23K | Buy |
+240
| New | +$23K | 0.02% | 223 |
|
|
2018
Q1 | – | Sell |
-700
| Closed | -$33K | – | 388 |
|
|
2017
Q4 | $33K | Hold |
700
| – | – | 0.02% | 203 |
|
|
2017
Q3 | $35K | Sell |
700
-7,250
| -91% | -$363K | 0.02% | 201 |
|
|
2017
Q2 | $396K | Sell |
7,950
-1
| -0% | -$50 | 0.27% | 74 |
|
|
2017
Q1 | $337K | Buy |
7,951
+1,851
| +30% | +$78.5K | 0.24% | 78 |
|
|
2016
Q4 | $247K | Hold |
6,100
| – | – | 0.18% | 87 |
|
|
2016
Q3 | $231K | Buy |
+6,100
| New | +$231K | 0.17% | 91 |
|