SRAM
Spouting Rock Asset Management’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $707K | Sell |
10,659
-568
| -5% | -$37.7K | 0.26% | 72 |
|
|
2023
Q3 | $820K | Sell |
11,227
-176
| -2% | -$12.9K | 0.26% | 68 |
|
|
2023
Q2 | $720K | Buy |
+11,403
| New | +$720K | 0.26% | 82 |
|
|
2020
Q1 | – | Sell |
-14,430
| Closed | -$1.07M | – | 128 |
|
|
2019
Q4 | $1.07M | Buy |
+14,430
| New | +$1.07M | 0.27% | 107 |
|