V Wealth Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,188
| Closed | -$421K | – | 470 |
|
|
2021
Q1 | $421K | Sell |
6,188
-800
| -11% | -$54.4K | 0.08% | 281 |
|
|
2020
Q4 | $487K | Sell |
6,988
-150
| -2% | -$10.5K | 0.1% | 214 |
|
|
2020
Q3 | $367K | Sell |
7,138
-1,950
| -21% | -$100K | 0.25% | 105 |
|
|
2020
Q2 | $533K | Sell |
9,088
-94
| -1% | -$5.51K | 0.14% | 177 |
|
|
2020
Q1 | $465K | Buy |
+9,182
| New | +$465K | 0.15% | 162 |
|