Miles Capital’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,901
| Closed | -$255K | – | 185 |
|
|
2019
Q2 | $255K | Buy |
3,901
+126
| +3% | +$8.24K | 0.21% | 126 |
|
|
2019
Q1 | $279K | Sell |
3,775
-93
| -2% | -$6.87K | 0.24% | 115 |
|
|
2018
Q4 | $231K | Buy |
3,868
+84
| +2% | +$5.02K | 0.23% | 132 |
|
|
2018
Q3 | $357K | Buy |
3,784
+15
| +0.4% | +$1.42K | 0.29% | 94 |
|
|
2018
Q2 | $283K | Hold |
3,769
| – | – | 0.17% | 123 |
|
|
2018
Q1 | $228K | Buy |
+3,769
| New | +$228K | 0.13% | 178 |
|