Sio Capital Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-73,458
| Closed | -$4.76M | – | 72 |
|
|
2021
Q3 | $4.76M | Buy |
73,458
+8,500
| +13% | +$550K | 1.52% | 19 |
|
|
2021
Q2 | $5.23M | Buy |
+64,958
| New | +$5.23M | 1.3% | 24 |
|
|
2020
Q2 | – | Sell |
-30,700
| Closed | -$1.55M | – | 78 |
|
|
2020
Q1 | $1.55M | Buy |
+30,700
| New | +$1.55M | 0.52% | 40 |
|