TrustCore Financial Services’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $12.3K | Hold |
200
| – | – | ﹤0.01% | 684 |
|
|
2022
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 688 |
|
|
2022
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 711 |
|
|
2022
Q1 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 707 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$13K | – | 979 |
|
|
2021
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 699 |
|
|
2021
Q2 | $16K | Sell |
200
-70
| -26% | -$5.6K | ﹤0.01% | 654 |
|
|
2021
Q1 | $18K | Hold |
270
| – | – | ﹤0.01% | 596 |
|
|
2020
Q4 | $19K | Hold |
270
| – | – | ﹤0.01% | 570 |
|
|
2020
Q3 | $14K | Hold |
270
| – | – | ﹤0.01% | 546 |
|
|
2020
Q2 | $16K | Hold |
270
| – | – | ﹤0.01% | 552 |
|
|
2020
Q1 | $14K | Hold |
270
| – | – | ﹤0.01% | 528 |
|
|
2019
Q4 | $20K | Hold |
270
| – | – | ﹤0.01% | 506 |
|
|
2019
Q3 | $15K | Hold |
270
| – | – | ﹤0.01% | 557 |
|
|
2019
Q2 | $18K | Buy |
270
+70
| +35% | +$4.67K | ﹤0.01% | 518 |
|
|
2019
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 481 |
|
|
2018
Q4 | $12K | Hold |
200
| – | – | 0.01% | 251 |
|
|
2018
Q3 | $19K | Hold |
200
| – | – | 0.01% | 449 |
|
|
2018
Q2 | $15K | Buy |
+200
| New | +$15K | 0.01% | 479 |
|