Tekla Capital Management’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 |
-110,214
| Closed | -$6.79M | – | 180 |
|
|
2022
Q4 | $6.79M | Hold |
110,214
| – | – | 0.26% | 68 |
|
|
2022
Q3 | $7.4M | Sell |
110,214
-5,100
| -4% | -$343K | 0.3% | 62 |
|
|
2022
Q2 | $7.08M | Buy |
115,314
+12,000
| +12% | +$737K | 0.28% | 70 |
|
|
2022
Q1 | $6.97M | Buy |
+103,314
| New | +$6.97M | 0.24% | 79 |
|
|
2020
Q2 | – | Sell |
-27,310
| Closed | -$1.38M | – | 223 |
|
|
2020
Q1 | $1.38M | Sell |
27,310
-4,500
| -14% | -$228K | 0.06% | 156 |
|
|
2019
Q4 | $2.36M | Hold |
31,810
| – | – | 0.09% | 144 |
|
|
2019
Q3 | $1.82M | Hold |
31,810
| – | – | 0.08% | 139 |
|
|
2019
Q2 | $2.08M | Buy |
+31,810
| New | +$2.08M | 0.08% | 130 |
|