MLL
Moody Lynn & Lieberson’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,047
| Closed | -$406K | – | 226 |
|
|
2022
Q3 | $406K | Buy |
+6,047
| New | +$406K | 0.04% | 159 |
|
|
2020
Q3 | – | Sell |
-27,139
| Closed | -$1.59M | – | 201 |
|
|
2020
Q2 | $1.59M | Sell |
27,139
-45,074
| -62% | -$2.64M | 0.17% | 80 |
|
|
2020
Q1 | $3.65K | Sell |
72,213
-41,535
| -37% | -$2.1K | 0.5% | 47 |
|
|
2019
Q4 | $8.43M | Sell |
113,748
-58,585
| -34% | -$4.34M | 0.81% | 38 |
|
|
2019
Q3 | $9.85M | Buy |
172,333
+52,210
| +43% | +$2.98M | 1.1% | 34 |
|
|
2019
Q2 | $7.86M | Buy |
120,123
+12,080
| +11% | +$790K | 0.86% | 40 |
|
|
2019
Q1 | $7.99M | Buy |
+108,043
| New | +$7.99M | 0.92% | 38 |
|
|
2018
Q2 | – | Sell |
-7,595
| Closed | -$460K | – | 210 |
|
|
2018
Q1 | $460K | Buy |
+7,595
| New | +$460K | 0.06% | 159 |
|