TCI 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
Q2 | – | Sell |
-251
| Closed | -$14.7K | – | 1093 |
|
|
2023
Q1 | $14.7K | Sell |
251
-41
| -14% | -$2.41K | ﹤0.01% | 858 |
|
|
2022
Q4 | $18K | Sell |
292
-1
| -0.3% | -$62 | ﹤0.01% | 747 |
|
|
2022
Q3 | $20K | Buy |
293
+4
| +1% | +$273 | ﹤0.01% | 655 |
|
|
2022
Q2 | $18K | Buy |
289
+40
| +16% | +$2.49K | ﹤0.01% | 683 |
|
|
2022
Q1 | $17K | Buy |
249
+7
| +3% | +$478 | ﹤0.01% | 766 |
|
|
2021
Q4 | $11K | Buy |
242
+35
| +17% | +$1.59K | ﹤0.01% | 1090 |
|
|
2021
Q3 | $13K | Buy |
207
+67
| +48% | +$4.21K | ﹤0.01% | 902 |
|
|
2021
Q2 | $11K | Buy |
140
+20
| +17% | +$1.57K | ﹤0.01% | 885 |
|
|
2021
Q1 | $8K | Buy |
120
+66
| +122% | +$4.4K | ﹤0.01% | 961 |
|
|
2020
Q4 | $4K | Hold |
54
| – | – | ﹤0.01% | 945 |
|
|
2020
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 936 |
|
|
2020
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 891 |
|
|
2020
Q1 | $3K | Sell |
54
-7
| -11% | -$389 | ﹤0.01% | 861 |
|
|
2019
Q4 | $5K | Sell |
61
-160
| -72% | -$13.1K | ﹤0.01% | 843 |
|
|
2019
Q3 | $13K | Hold |
221
| – | – | 0.01% | 571 |
|
|
2019
Q2 | $14K | Buy |
221
+160
| +262% | +$10.1K | 0.01% | 541 |
|
|
2019
Q1 | $5K | Hold |
61
| – | – | ﹤0.01% | 782 |
|
|
2018
Q4 | $4K | Sell |
61
-7
| -10% | -$459 | ﹤0.01% | 815 |
|
|
2018
Q3 | $6K | Sell |
68
-15
| -18% | -$1.32K | ﹤0.01% | 736 |
|
|
2018
Q2 | $6K | Buy |
83
+22
| +36% | +$1.59K | ﹤0.01% | 734 |
|
|
2018
Q1 | $4K | Hold |
61
| – | – | ﹤0.01% | 780 |
|
|
2017
Q4 | $3K | Buy |
61
+7
| +13% | +$344 | ﹤0.01% | 904 |
|
|
2017
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 847 |
|
|
2017
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 879 |
|
|
2017
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 938 |
|
|
2016
Q4 | $2K | Hold |
54
| – | – | ﹤0.01% | 1013 |
|
|
2016
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 971 |
|
|
2016
Q2 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 937 |
|