Thornburg Investment Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-105,125
| Closed | -$6.27M | – | 185 |
|
|
2018
Q4 | $6.27M | Buy |
+105,125
| New | +$6.27M | 0.06% | 138 |
|
|
2017
Q1 | – | Sell |
-74,482
| Closed | -$3.02M | – | 274 |
|
|
2016
Q4 | $3.02M | Sell |
74,482
-156,516
| -68% | -$6.34M | 0.02% | 243 |
|
|
2016
Q3 | $8.74M | Hold |
230,998
| – | – | 0.07% | 183 |
|
|
2016
Q2 | $7.02M | Sell |
230,998
-13,436
| -5% | -$408K | 0.05% | 197 |
|
|
2016
Q1 | $6.03M | Buy |
+244,434
| New | +$6.03M | 0.04% | 204 |
|