Patten Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-100
| Closed | -$6K | – | 347 |
|
|
2018
Q4 | $6K | Sell |
100
-126
| -56% | -$7.56K | ﹤0.01% | 471 |
|
|
2018
Q3 | $21K | Hold |
226
| – | – | 0.01% | 421 |
|
|
2018
Q2 | $17K | Buy |
226
+126
| +126% | +$9.48K | 0.01% | 417 |
|
|
2018
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 495 |
|
|
2017
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 534 |
|
|
2017
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 528 |
|