Red Cedar Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-120,116
| Closed | -$8.9M | – | 26 |
|
|
2019
Q4 | $8.9M | Buy |
120,116
+12,500
| +12% | +$926K | 7.75% | 4 |
|
|
2019
Q3 | $6.15M | Buy |
107,616
+42,000
| +64% | +$2.4M | 6.61% | 7 |
|
|
2019
Q2 | $4.29M | Buy |
65,616
+5,616
| +9% | +$367K | 4.13% | 12 |
|
|
2019
Q1 | $4.44M | Buy |
+60,000
| New | +$4.44M | 4.6% | 11 |
|