Polar Capital Holdings’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,160
| Closed | -$259K | – | 307 |
|
|
2024
Q3 | $259K | Sell |
3,160
-1,325
| -30% | -$108K | ﹤0.01% | 275 |
|
|
2024
Q2 | $387K | Buy |
+4,485
| New | +$387K | ﹤0.01% | 263 |
|
|
2022
Q3 | – | Sell |
-5,145
| Closed | -$316 | – | 429 |
|
|
2022
Q2 | $316 | Sell |
5,145
-1,500
| -23% | -$92 | ﹤0.01% | 368 |
|
|
2022
Q1 | $448 | Sell |
6,645
-4,125
| -38% | -$278 | ﹤0.01% | 382 |
|
|
2021
Q4 | $476 | Hold |
10,770
| – | – | ﹤0.01% | 378 |
|
|
2021
Q3 | $697 | Buy |
10,770
+1,891
| +21% | +$122 | ﹤0.01% | 325 |
|
|
2021
Q2 | $715 | Buy |
8,879
+3,198
| +56% | +$258 | ﹤0.01% | 327 |
|
|
2021
Q1 | $386K | Buy |
5,681
+1,300
| +30% | +$88.3K | ﹤0.01% | 306 |
|
|
2020
Q4 | $305K | Buy |
+4,381
| New | +$305K | ﹤0.01% | 312 |
|