United Asset Strategies’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,550
| Closed | -$335K | – | 196 |
|
|
2018
Q3 | $335K | Sell |
3,550
-115
| -3% | -$10.9K | 0.08% | 164 |
|
|
2018
Q2 | $275K | Sell |
3,665
-100
| -3% | -$7.5K | 0.07% | 173 |
|
|
2018
Q1 | $228K | Buy |
+3,765
| New | +$228K | 0.07% | 182 |
|
|
2017
Q3 | – | Sell |
-8,825
| Closed | -$440K | – | 139 |
|
|
2017
Q2 | $440K | Buy |
+8,825
| New | +$440K | 0.13% | 107 |
|