Tucker Asset Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2
| Closed | -$172 | – | 1559 |
|
|
2024
Q2 | $172 | Hold |
2
| – | – | ﹤0.01% | 1579 |
|
|
2024
Q1 | $163 | Hold |
2
| – | – | ﹤0.01% | 1554 |
|
|
2023
Q4 | $133 | Sell |
2
-6
| -75% | -$399 | ﹤0.01% | 1391 |
|
|
2023
Q3 | $584 | Hold |
8
| – | – | ﹤0.01% | 1241 |
|
|
2023
Q2 | $505 | Hold |
8
| – | – | ﹤0.01% | 1033 |
|
|
2023
Q1 | $470 | Sell |
8
-2
| -20% | -$118 | ﹤0.01% | 1058 |
|
|
2022
Q4 | $610 | Hold |
10
| – | – | ﹤0.01% | 689 |
|
|
2022
Q3 | $779 | Buy |
+10
| New | +$779 | ﹤0.01% | 699 |
|