Sowell Financial Services’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 |
-60
| Closed | -$4K | – | 1486 |
|
|
2021
Q1 | $4K | Sell |
60
-35
| -37% | -$2.33K | ﹤0.01% | 2661 |
|
|
2020
Q4 | $7K | Buy |
95
+10
| +12% | +$737 | ﹤0.01% | 2160 |
|
|
2020
Q3 | $4K | Sell |
85
-80
| -48% | -$3.77K | ﹤0.01% | 2051 |
|
|
2020
Q2 | $10K | Hold |
165
| – | – | ﹤0.01% | 1693 |
|
|
2020
Q1 | $8K | Hold |
165
| – | – | ﹤0.01% | 1678 |
|
|
2019
Q4 | $12K | Sell |
165
-69
| -29% | -$5.02K | ﹤0.01% | 1620 |
|
|
2019
Q3 | $13K | Buy |
+234
| New | +$13K | ﹤0.01% | 1436 |
|
|
2017
Q1 | – | Sell |
-4,601
| Closed | -$203K | – | 398 |
|
|
2016
Q4 | $203K | Buy |
+4,601
| New | +$203K | 0.07% | 190 |
|