Next Financial Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-95
| Closed | -$7K | – | 2577 |
|
|
2020
Q4 | $7K | Sell |
95
-221
| -70% | -$16.3K | ﹤0.01% | 1886 |
|
|
2020
Q3 | $16K | Buy |
+316
| New | +$16K | ﹤0.01% | 1487 |
|
|
2019
Q4 | – | Sell |
-21
| Closed | -$1K | – | 2437 |
|
|
2019
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 2223 |
|
|
2019
Q2 | $1K | Sell |
21
-441
| -95% | -$21K | ﹤0.01% | 2218 |
|
|
2019
Q1 | $34K | Buy |
+462
| New | +$34K | 0.01% | 830 |
|
|
2016
Q4 | – | Sell |
-1,525
| Closed | -$58K | – | 2429 |
|
|
2016
Q3 | $58K | Buy |
+1,525
| New | +$58K | 0.01% | 883 |
|