Sectoral Asset 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 |
-143,875
| Closed | -$10.5M | – | 113 |
|
|
2023
Q3 | $10.5M | Sell |
143,875
-39,500
| -22% | -$2.89M | 2.05% | 7 |
|
|
2023
Q2 | $11.6M | Hold |
183,375
| – | – | 1.93% | 10 |
|
|
2023
Q1 | $10.8M | Sell |
183,375
-60,400
| -25% | -$3.55M | 2.07% | 10 |
|
|
2022
Q4 | $15M | Buy |
243,775
+10,675
| +5% | +$658K | 2.91% | 2 |
|
|
2022
Q3 | $15.7M | Sell |
233,100
-7,500
| -3% | -$504K | 3.08% | 2 |
|
|
2022
Q2 | $14.8M | Buy |
240,600
+600
| +0.3% | +$36.8K | 2.98% | 2 |
|
|
2022
Q1 | $16.2M | Buy |
+240,000
| New | +$16.2M | 2.87% | 2 |
|
|
2020
Q3 | – | Sell |
-10,700
| Closed | -$628K | – | 128 |
|
|
2020
Q2 | $628K | Buy |
+10,700
| New | +$628K | 0.06% | 119 |
|