Strategic Advisors’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 |
-15,026
| Closed | -$1.02M | – | 170 |
|
|
2021
Q1 | $1.02M | Buy |
15,026
+511
| +4% | +$34.7K | 0.3% | 77 |
|
|
2020
Q4 | $1.13M | Buy |
+14,515
| New | +$1.13M | 0.33% | 66 |
|
|
2019
Q3 | – | Sell |
-6,809
| Closed | -$445K | – | 168 |
|
|
2019
Q2 | $445K | Buy |
6,809
+2,481
| +57% | +$162K | 0.17% | 109 |
|
|
2019
Q1 | $320K | Buy |
+4,328
| New | +$320K | 0.12% | 131 |
|