Sutton Wealth Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16
| Closed | -$986 | – | 1143 |
|
|
2022
Q4 | $986 | Hold |
16
| – | – | ﹤0.01% | 1326 |
|
|
2022
Q3 | $1.08K | Sell |
16
-2
| -11% | -$134 | ﹤0.01% | 1274 |
|
|
2022
Q2 | $1.11K | Hold |
18
| – | – | ﹤0.01% | 1258 |
|
|
2022
Q1 | $1.21K | Buy |
+18
| New | +$1.21K | ﹤0.01% | 1290 |
|
|
2018
Q4 | – | Sell |
-139
| Closed | -$13.1K | – | 1154 |
|
|
2018
Q3 | $13.1K | Sell |
139
-576
| -81% | -$54.4K | 0.01% | 732 |
|
|
2018
Q2 | $53.7K | Hold |
715
| – | – | 0.04% | 272 |
|
|
2018
Q1 | $43.3K | Buy |
715
+63
| +10% | +$3.81K | 0.03% | 308 |
|
|
2017
Q4 | $30.4K | Hold |
652
| – | – | 0.02% | 408 |
|
|
2017
Q3 | $33K | Hold |
652
| – | – | 0.03% | 376 |
|
|
2017
Q2 | $32.5K | Hold |
652
| – | – | 0.03% | 362 |
|
|
2017
Q1 | $27.7K | Hold |
652
| – | – | 0.02% | 392 |
|
|
2016
Q4 | $26.4K | Hold |
652
| – | – | 0.02% | 406 |
|
|
2016
Q3 | $24.7K | Hold |
652
| – | – | 0.02% | 404 |
|
|
2016
Q2 | $19.8K | Hold |
652
| – | – | 0.02% | 449 |
|
|
2016
Q1 | $16.1K | Buy |
+652
| New | +$16.1K | 0.02% | 491 |
|