O'Brien Greene & Co’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,400
| Closed | -$220K | – | 140 |
|
|
2021
Q3 | $220K | Sell |
3,400
-2,000
| -37% | -$129K | 0.08% | 126 |
|
|
2021
Q2 | $435K | Sell |
5,400
-7,000
| -56% | -$564K | 0.16% | 94 |
|
|
2021
Q1 | $843K | Sell |
12,400
-1,000
| -7% | -$68K | 0.33% | 60 |
|
|
2020
Q4 | $934K | Buy |
13,400
+500
| +4% | +$34.9K | 0.38% | 58 |
|
|
2020
Q3 | $663K | Hold |
12,900
| – | – | 0.32% | 63 |
|
|
2020
Q2 | $756K | Hold |
12,900
| – | – | 0.4% | 54 |
|
|
2020
Q1 | $653K | Hold |
12,900
| – | – | 0.43% | 54 |
|
|
2019
Q4 | $956K | Buy |
+12,900
| New | +$956K | 0.49% | 50 |
|
|
2019
Q3 | – | Sell |
-3,400
| Closed | -$222K | – | 111 |
|
|
2019
Q2 | $222K | Hold |
3,400
| – | – | 0.12% | 102 |
|
|
2019
Q1 | $252K | Hold |
3,400
| – | – | 0.13% | 96 |
|
|
2018
Q4 | $203K | Buy |
+3,400
| New | +$203K | 0.12% | 102 |
|