SAM
Solaris Asset Management’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-775
| Closed | -$29K | – | 333 |
|
|
2016
Q3 | $29K | Hold |
775
| – | – | 0.02% | 199 |
|
|
2016
Q2 | $24K | Hold |
775
| – | – | 0.02% | 170 |
|
|
2016
Q1 | $19K | Hold |
775
| – | – | 0.01% | 166 |
|
|
2015
Q4 | $19K | Hold |
775
| – | – | 0.01% | 159 |
|
|
2015
Q3 | $23K | Buy |
+775
| New | +$23K | 0.02% | 150 |
|