Stanley-Laman Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,647
| Closed | -$1.16M | – | 283 |
|
|
2019
Q4 | $1.16M | Buy |
15,647
+675
| +5% | +$50K | 0.27% | 115 |
|
|
2019
Q3 | $856K | Sell |
14,972
-176
| -1% | -$10.1K | 0.21% | 150 |
|
|
2019
Q2 | $991K | Sell |
15,148
-28
| -0.2% | -$1.83K | 0.24% | 136 |
|
|
2019
Q1 | $1.12M | Sell |
15,176
-588
| -4% | -$43.5K | 0.27% | 112 |
|
|
2018
Q4 | $940K | Buy |
+15,764
| New | +$940K | 0.26% | 118 |
|