Moody National Bank Trust Division’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19,940
| Closed | -$1.46M | – | 568 |
|
|
2023
Q3 | $1.46M | Buy |
19,940
+4,250
| +27% | +$310K | 0.09% | 164 |
|
|
2023
Q2 | $991K | Sell |
15,690
-19
| -0.1% | -$1.2K | 0.07% | 211 |
|
|
2023
Q1 | $922K | Buy |
15,709
+1,400
| +10% | +$82.2K | 0.08% | 223 |
|
|
2022
Q4 | $882K | Buy |
14,309
+21
| +0.1% | +$1.29K | 0.08% | 212 |
|
|
2022
Q3 | $960K | Buy |
14,288
+3,327
| +30% | +$224K | 0.1% | 191 |
|
|
2022
Q2 | $673K | Buy |
+10,961
| New | +$673K | 0.07% | 233 |
|
|
2019
Q2 | – | Sell |
-67
| Closed | -$5K | – | 642 |
|
|
2019
Q1 | $5K | Sell |
67
-28
| -29% | -$2.09K | ﹤0.01% | 911 |
|
|
2018
Q4 | $6K | Buy |
+95
| New | +$6K | ﹤0.01% | 689 |
|