Steward Financial Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 988 |
|
|
2023
Q2 | – | Sell |
-15
| Closed | – | – | 708 |
|
|
2023
Q1 | $0 | Sell |
15
-4
| -21% | – | ﹤0.01% | 812 |
|
|
2022
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 424 |
|
|
2022
Q3 | – | Sell |
-26
| Closed | -$1K | – | 637 |
|
|
2022
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 758 |
|