Turner Investments’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 |
-4,000
| Closed | -$202K | – | 41 |
|
|
2017
Q3 | $202K | Sell |
4,000
-3,500
| -47% | -$177K | 0.91% | 51 |
|
|
2017
Q2 | $374K | Buy |
+7,500
| New | +$374K | 0.25% | 119 |
|
|
2017
Q1 | – | Sell |
-6,000
| Closed | -$243K | – | 239 |
|
|
2016
Q4 | $243K | Sell |
6,000
-17,000
| -74% | -$689K | 0.1% | 217 |
|
|
2016
Q3 | $871K | Buy |
+23,000
| New | +$871K | 0.29% | 113 |
|
|
2015
Q4 | – | Sell |
-15,000
| Closed | -$443K | – | 246 |
|
|
2015
Q3 | $443K | Sell |
15,000
-68,390
| -82% | -$2.02M | 0.09% | 197 |
|
|
2015
Q2 | $2.67M | Buy |
83,390
+14,810
| +22% | +$475K | 0.49% | 71 |
|
|
2015
Q1 | $1.71M | Sell |
68,580
-4,420
| -6% | -$110K | 0.31% | 103 |
|
|
2014
Q4 | $1.86M | Sell |
73,000
-59,840
| -45% | -$1.52M | 0.22% | 152 |
|
|
2014
Q3 | $2.43M | Buy |
+132,840
| New | +$2.43M | 0.15% | 209 |
|