Panagora 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 |
-11,872
| Closed | -$697K | – | 1355 |
|
|
2023
Q1 | $697K | Hold |
11,872
| – | – | ﹤0.01% | 981 |
|
|
2022
Q4 | $732K | Sell |
11,872
-10,885
| -48% | -$671K | ﹤0.01% | 1012 |
|
|
2022
Q3 | $1.53M | Hold |
22,757
| – | – | 0.01% | 698 |
|
|
2022
Q2 | $1.4M | Sell |
22,757
-2,933
| -11% | -$180K | 0.01% | 755 |
|
|
2022
Q1 | $1.73M | Hold |
25,690
| – | – | 0.01% | 718 |
|
|
2021
Q4 | $1.14M | Buy |
+25,690
| New | +$1.14M | 0.01% | 864 |
|
|
2020
Q3 | – | Sell |
-1,183
| Closed | -$69K | – | 2721 |
|
|
2020
Q2 | $69K | Sell |
1,183
-11,962
| -91% | -$698K | ﹤0.01% | 1905 |
|
|
2020
Q1 | $665K | Sell |
13,145
-23,010
| -64% | -$1.16M | ﹤0.01% | 1001 |
|
|
2019
Q4 | $2.68M | Sell |
36,155
-55,280
| -60% | -$4.09M | 0.01% | 677 |
|
|
2019
Q3 | $5.23M | Hold |
91,435
| – | – | 0.02% | 452 |
|
|
2019
Q2 | $5.98M | Buy |
+91,435
| New | +$5.98M | 0.03% | 451 |
|
|
2017
Q4 | – | Sell |
-7,972
| Closed | -$403K | – | 2319 |
|
|
2017
Q3 | $403K | Buy |
7,972
+3,195
| +67% | +$162K | ﹤0.01% | 1430 |
|
|
2017
Q2 | $238K | Buy |
+4,777
| New | +$238K | ﹤0.01% | 1588 |
|
|
2015
Q1 | – | Sell |
-83,094
| Closed | -$2.12M | – | 2359 |
|
|
2014
Q4 | $2.12M | Buy |
83,094
+34,626
| +71% | +$881K | 0.01% | 734 |
|
|
2014
Q3 | $887K | Buy |
+48,468
| New | +$887K | ﹤0.01% | 1098 |
|