TwinBeech Capital’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-68,255
| Closed | -$4.53M | – | 700 |
|
|
2023
Q4 | $4.53M | Buy |
+68,255
| New | +$4.53M | 0.07% | 284 |
|
|
2022
Q3 | – | Sell |
-11,022
| Closed | -$677K | – | 712 |
|
|
2022
Q2 | $677K | Buy |
+11,022
| New | +$677K | 0.03% | 390 |
|
|
2021
Q2 | – | Sell |
-13,781
| Closed | -$937K | – | 533 |
|
|
2021
Q1 | $937K | Buy |
+13,781
| New | +$937K | 0.14% | 200 |
|
|
2020
Q1 | – | Sell |
-16,037
| Closed | -$1.19M | – | 373 |
|
|
2019
Q4 | $1.19M | Buy |
+16,037
| New | +$1.19M | 0.34% | 97 |
|