Morse Asset Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $241K | Sell |
|
|||||
|
2022
Q4 | $499K | Buy |
|
|||||
|
2022
Q3 | $385K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $1.17M | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $2.5M | Sell |
|
|||||
|
2020
Q1 | $2.25M | Buy |
|
|||||
|
2019
Q4 | $3.1M | Buy |
|
|||||
|
2019
Q3 | $1.31M | Sell |
|
|||||
|
2019
Q2 | $2.19M | Sell |
|
|||||
|
2019
Q1 | $2.9M | Buy |
|
|||||
|
2018
Q4 | $2.05M | Sell |
|
|||||
|
2018
Q3 | $3.47M | Buy |
|
|||||
|
2018
Q2 | $2.69M | Sell |
|
|||||
|
2018
Q1 | $2.28M | Buy |
|
|||||
|
2017
Q4 | $1.1M | Sell |
|
|||||
|
2017
Q3 | $2.08M | Sell |
|
|||||
|
2017
Q2 | $3.58M | Buy |
|
|||||
|
2017
Q1 | $430K | Buy |
|