S&CO Inc’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 |
-2,710
| Closed | -$201K | – | 174 |
|
|
2019
Q4 | $201K | Buy |
+2,710
| New | +$201K | 0.02% | 174 |
|
|
2019
Q2 | – | Sell |
-2,710
| Closed | -$200K | – | 192 |
|
|
2019
Q1 | $200K | Buy |
+2,710
| New | +$200K | 0.02% | 188 |
|
|
2018
Q4 | – | Sell |
-2,710
| Closed | -$256K | – | 184 |
|
|
2018
Q3 | $256K | Hold |
2,710
| – | – | 0.03% | 176 |
|
|
2018
Q2 | $204K | Buy |
+2,710
| New | +$204K | 0.02% | 195 |
|