Pathstone Family Office’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $230K | Buy |
+3,152
| New | +$230K | ﹤0.01% | 1429 |
|
|
2022
Q4 | – | Sell |
-6,781
| Closed | -$455K | – | 1521 |
|
|
2022
Q3 | $455K | Buy |
+6,781
| New | +$455K | ﹤0.01% | 1110 |
|
|
2021
Q4 | – | Sell |
-5,322
| Closed | -$345K | – | 909 |
|
|
2021
Q3 | $345K | Buy |
5,322
+1,832
| +52% | +$119K | 0.01% | 626 |
|
|
2021
Q2 | $281K | Buy |
+3,490
| New | +$281K | 0.01% | 668 |
|
|
2019
Q2 | – | Sell |
-38
| Closed | -$3K | – | 746 |
|
|
2019
Q1 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 690 |
|