Panagora 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 |
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|
2023
Q1 | $697K | Hold |
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|
2022
Q4 | $732K | Sell |
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|
2022
Q3 | $1.53M | Hold |
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|
2022
Q2 | $1.4M | Sell |
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|
2022
Q1 | $1.73M | Hold |
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|
2021
Q4 | $1.14M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $69K | Sell |
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|
2020
Q1 | $665K | Sell |
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|
2019
Q4 | $2.68M | Sell |
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|
2019
Q3 | $5.22M | Hold |
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|
2019
Q2 | $5.98M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $403K | Buy |
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|
2017
Q2 | $238K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $2.12M | Buy |
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|
2014
Q3 | $887K | Buy |
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