Simplicity Solutions’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 |
-2,844
| Closed | -$211K | – | 797 |
|
|
2019
Q4 | $211K | Sell |
2,844
-1,781
| -39% | -$132K | 0.01% | 784 |
|
|
2019
Q3 | $264K | Sell |
4,625
-1,430
| -24% | -$81.6K | 0.01% | 589 |
|
|
2019
Q2 | $396K | Buy |
6,055
+1,656
| +38% | +$108K | 0.02% | 421 |
|
|
2019
Q1 | $325K | Buy |
+4,399
| New | +$325K | 0.02% | 510 |
|
|
2018
Q4 | – | Sell |
-4,738
| Closed | -$448K | – | 688 |
|
|
2018
Q3 | $448K | Buy |
4,738
+1,972
| +71% | +$186K | 0.03% | 289 |
|
|
2018
Q2 | $207K | Buy |
+2,766
| New | +$207K | 0.01% | 464 |
|