Thompson Davis & Co’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-125
| Closed | -$6K | – | 860 |
|
|
2017
Q3 | $6K | Sell |
125
-475
| -79% | -$22.8K | 0.01% | 812 |
|
|
2017
Q2 | $30K | Buy |
600
+100
| +20% | +$5K | 0.05% | 333 |
|
|
2017
Q1 | $21K | Buy |
+500
| New | +$21K | 0.03% | 475 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 1223 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 1224 |
|