Private Capital Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13
| Closed | -$1K | – | 2088 |
|
|
2020
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1847 |
|
|
2020
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1833 |
|
|
2020
Q1 | $1K | Sell |
13
-1
| -7% | -$77 | ﹤0.01% | 1802 |
|
|
2019
Q4 | $1K | Sell |
14
-1
| -7% | -$71 | ﹤0.01% | 1798 |
|
|
2019
Q3 | $1K | Sell |
15
-201
| -93% | -$13.4K | ﹤0.01% | 2036 |
|
|
2019
Q2 | $16K | Buy |
216
+198
| +1,100% | +$14.7K | ﹤0.01% | 1178 |
|
|
2019
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 2036 |
|
|
2018
Q4 | $1K | Sell |
18
-20
| -53% | -$1.11K | ﹤0.01% | 2041 |
|
|
2018
Q3 | $3K | Sell |
38
-178
| -82% | -$14.1K | ﹤0.01% | 1850 |
|
|
2018
Q2 | $16K | Buy |
216
+120
| +125% | +$8.89K | ﹤0.01% | 1206 |
|
|
2018
Q1 | $6K | Sell |
96
-2,438
| -96% | -$152K | ﹤0.01% | 1545 |
|
|
2017
Q4 | $4 | Buy |
+2,534
| New | +$4 | ﹤0.01% | 1698 |
|