Pier 88 Investment Partners’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,555
| Closed | -$165K | – | 116 |
|
|
2021
Q3 | $165K | Sell |
2,555
-6,680
| -72% | -$431K | 0.05% | 105 |
|
|
2021
Q2 | $743K | Hold |
9,235
| – | – | 0.21% | 87 |
|
|
2021
Q1 | $628K | Hold |
9,235
| – | – | 0.21% | 82 |
|
|
2020
Q4 | $644K | Sell |
9,235
-3,520
| -28% | -$245K | 0.21% | 94 |
|
|
2020
Q3 | $655K | Buy |
12,755
+2,100
| +20% | +$108K | 0.2% | 88 |
|
|
2020
Q2 | $625K | Sell |
10,655
-3,880
| -27% | -$228K | 0.18% | 89 |
|
|
2020
Q1 | $735K | Buy |
14,535
+11,605
| +396% | +$587K | 0.27% | 61 |
|
|
2019
Q4 | $217K | Buy |
+2,930
| New | +$217K | 0.09% | 83 |
|