Shaker Investments’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Buy |
+4,861
| New | +$509K | 0.21% | 79 |
|
|
2021
Q2 | – | Sell |
-4,807
| Closed | -$327K | – | 94 |
|
|
2021
Q1 | $327K | Buy |
4,807
+17
| +0.4% | +$1.16K | 0.16% | 84 |
|
|
2020
Q4 | $334K | Sell |
4,790
-4,053
| -46% | -$283K | 0.17% | 78 |
|
|
2020
Q3 | $454K | Hold |
8,843
| – | – | 0.23% | 67 |
|
|
2020
Q2 | $519K | Hold |
8,843
| – | – | 0.3% | 58 |
|
|
2020
Q1 | $447K | Buy |
8,843
+153
| +2% | +$7.73K | 0.38% | 57 |
|
|
2019
Q4 | $644K | Hold |
8,690
| – | – | 0.38% | 60 |
|
|
2019
Q3 | $497K | Hold |
8,690
| – | – | 0.33% | 64 |
|
|
2019
Q2 | $568K | Sell |
8,690
-6,310
| -42% | -$412K | 0.38% | 57 |
|
|
2019
Q1 | $1.11M | Buy |
15,000
+6,500
| +76% | +$481K | 0.77% | 38 |
|
|
2018
Q4 | $507K | Buy |
+8,500
| New | +$507K | 0.44% | 46 |
|