Sound Income Strategies’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-80
| Closed | -$5.44K | – | 938 |
|
|
2021
Q1 | $5.44K | Hold |
80
| – | – | ﹤0.01% | 605 |
|
|
2020
Q4 | $6K | Hold |
80
| – | – | ﹤0.01% | 553 |
|
|
2020
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 577 |
|
|
2020
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 503 |
|
|
2020
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 487 |
|
|
2019
Q4 | $6K | Sell |
80
-8
| -9% | -$600 | ﹤0.01% | 428 |
|
|
2019
Q3 | $5K | Buy |
88
+8
| +10% | +$455 | ﹤0.01% | 425 |
|
|
2019
Q2 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 440 |
|