Portolan Capital Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-65,363
| Closed | -$4.77M | – | 144 |
|
|
2023
Q3 | $4.77M | Buy |
+65,363
| New | +$4.77M | 0.45% | 72 |
|
|
2023
Q2 | – | Sell |
-124,051
| Closed | -$7.28M | – | 144 |
|
|
2023
Q1 | $7.28M | Buy |
+124,051
| New | +$7.28M | 0.69% | 51 |
|
|
2022
Q4 | – | Sell |
-58,206
| Closed | -$3.91M | – | 144 |
|
|
2022
Q3 | $3.91M | Sell |
58,206
-63,030
| -52% | -$4.23M | 0.41% | 87 |
|
|
2022
Q2 | $7.44M | Sell |
121,236
-7,025
| -5% | -$431K | 0.75% | 53 |
|
|
2022
Q1 | $8.65M | Buy |
+128,261
| New | +$8.65M | 0.69% | 60 |
|