Schubert & Co’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-28
| Closed | -$1.64K | – | 702 |
|
|
2023
Q1 | $1.64K | Sell |
28
-7
| -20% | -$411 | ﹤0.01% | 990 |
|
|
2022
Q4 | $2.16K | Sell |
35
-18
| -34% | -$1.11K | ﹤0.01% | 838 |
|
|
2022
Q3 | $4K | Buy |
53
+20
| +61% | +$1.51K | ﹤0.01% | 490 |
|
|
2022
Q2 | $2K | Buy |
33
+20
| +154% | +$1.21K | ﹤0.01% | 787 |
|
|
2022
Q1 | $1K | Buy |
13
+5
| +63% | +$385 | ﹤0.01% | 730 |
|
|
2021
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1127 |
|