Pantheon Investment Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.45M | Buy |
33,164
+5,695
| +21% | +$249K | 1.14% | 31 |
|
|
2021
Q3 | $1.77M | Buy |
27,469
+2,381
| +9% | +$153K | 1.52% | 22 |
|
|
2021
Q2 | $2.02M | Sell |
25,088
-1,702
| -6% | -$137K | 1.69% | 17 |
|
|
2021
Q1 | $1.82M | Buy |
26,790
+8,020
| +43% | +$545K | 1.75% | 17 |
|
|
2020
Q4 | $1.31M | Sell |
18,770
-7,034
| -27% | -$490K | 1.43% | 26 |
|
|
2020
Q3 | $1.33M | Buy |
25,804
+917
| +4% | +$47.1K | 1.58% | 22 |
|
|
2020
Q2 | $1.46M | Sell |
24,887
-10,740
| -30% | -$630K | 1.83% | 18 |
|
|
2020
Q1 | $1.8M | Sell |
35,627
-4,441
| -11% | -$225K | 2.7% | 14 |
|
|
2019
Q4 | $2.97M | Buy |
+40,068
| New | +$2.97M | 2.79% | 12 |
|