Piedmont Investment Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,431
| Closed | -$325K | – | 313 |
|
|
2020
Q1 | $325K | Sell |
6,431
-2
| -0% | -$101 | 0.01% | 573 |
|
|
2019
Q4 | $476K | Sell |
6,433
-1,026
| -14% | -$75.9K | 0.02% | 536 |
|
|
2019
Q3 | $426K | Buy |
7,459
+260
| +4% | +$14.8K | 0.02% | 590 |
|
|
2019
Q2 | $471K | Buy |
7,199
+4,105
| +133% | +$269K | 0.02% | 572 |
|
|
2019
Q1 | $229K | Buy |
+3,094
| New | +$229K | 0.01% | 999 |
|
|
2018
Q3 | – | Sell |
-12,267
| Closed | -$921K | – | 1599 |
|
|
2018
Q2 | $921K | Buy |
12,267
+1,244
| +11% | +$93.4K | 0.04% | 319 |
|
|
2018
Q1 | $667K | Buy |
11,023
+454
| +4% | +$27.5K | 0.02% | 354 |
|
|
2017
Q4 | $493K | Sell |
10,569
-536
| -5% | -$25K | 0.01% | 419 |
|
|
2017
Q3 | $562K | Buy |
11,105
+1,520
| +16% | +$76.9K | 0.01% | 390 |
|
|
2017
Q2 | $478K | Buy |
+9,585
| New | +$478K | 0.01% | 429 |
|