McKinley 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
Q2 | – | Sell |
-42,780
| Closed | -$3.49M | – | 136 |
|
|
2024
Q1 | $3.49M | Buy |
42,780
+8,320
| +24% | +$679K | 0.42% | 78 |
|
|
2023
Q4 | $2.28M | Hold |
34,460
| – | – | 0.29% | 91 |
|
|
2023
Q3 | $2.52M | Buy |
+34,460
| New | +$2.52M | 0.35% | 88 |
|
|
2016
Q2 | – | Sell |
-107,722
| Closed | -$2.66M | – | 485 |
|
|
2016
Q1 | $2.66M | Buy |
+107,722
| New | +$2.66M | 0.13% | 153 |
|