Morse Asset Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,100
| Closed | -$241K | – | 143 |
|
|
2023
Q1 | $241K | Sell |
4,100
-3,990
| -49% | -$235K | 0.08% | 130 |
|
|
2022
Q4 | $499K | Buy |
8,090
+2,360
| +41% | +$146K | 0.18% | 103 |
|
|
2022
Q3 | $385K | Buy |
+5,730
| New | +$385K | 0.15% | 110 |
|
|
2021
Q3 | – | Sell |
-14,510
| Closed | -$1.17M | – | 172 |
|
|
2021
Q2 | $1.17M | Buy |
+14,510
| New | +$1.17M | 0.28% | 82 |
|
|
2020
Q3 | – | Sell |
-42,685
| Closed | -$2.5M | – | 131 |
|
|
2020
Q2 | $2.5M | Sell |
42,685
-1,850
| -4% | -$109K | 0.89% | 32 |
|
|
2020
Q1 | $2.25M | Buy |
44,535
+2,705
| +6% | +$137K | 1.08% | 26 |
|
|
2019
Q4 | $3.1M | Buy |
41,830
+18,915
| +83% | +$1.4M | 1.06% | 28 |
|
|
2019
Q3 | $1.31M | Sell |
22,915
-10,540
| -32% | -$602K | 0.49% | 59 |
|
|
2019
Q2 | $2.19M | Sell |
33,455
-5,690
| -15% | -$372K | 0.64% | 45 |
|
|
2019
Q1 | $2.9M | Buy |
39,145
+4,820
| +14% | +$357K | 0.87% | 34 |
|
|
2018
Q4 | $2.05M | Sell |
34,325
-2,445
| -7% | -$146K | 0.73% | 44 |
|
|
2018
Q3 | $3.47M | Buy |
36,770
+1,000
| +3% | +$94.4K | 0.91% | 32 |
|
|
2018
Q2 | $2.69M | Sell |
35,770
-1,825
| -5% | -$137K | 0.74% | 41 |
|
|
2018
Q1 | $2.28M | Buy |
37,595
+14,040
| +60% | +$850K | 0.63% | 50 |
|
|
2017
Q4 | $1.1M | Sell |
23,555
-17,625
| -43% | -$822K | 0.31% | 77 |
|
|
2017
Q3 | $2.08M | Sell |
41,180
-30,750
| -43% | -$1.56M | 0.62% | 58 |
|
|
2017
Q2 | $3.58M | Buy |
71,930
+61,795
| +610% | +$3.08M | 1.17% | 31 |
|
|
2017
Q1 | $430K | Buy |
+10,135
| New | +$430K | 0.15% | 104 |
|