Valeo Financial Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-388
| Closed | -$20K | – | 1701 |
|
|
2020
Q3 | $20K | Sell |
388
-35
| -8% | -$1.8K | ﹤0.01% | 884 |
|
|
2020
Q2 | $25K | Buy |
423
+33
| +8% | +$1.95K | ﹤0.01% | 927 |
|
|
2020
Q1 | $19K | Buy |
390
+8
| +2% | +$390 | ﹤0.01% | 877 |
|
|
2019
Q4 | $28K | Buy |
382
+36
| +10% | +$2.64K | ﹤0.01% | 827 |
|
|
2019
Q3 | $20K | Buy |
346
+140
| +68% | +$8.09K | ﹤0.01% | 837 |
|
|
2019
Q2 | $13K | Buy |
+206
| New | +$13K | ﹤0.01% | 952 |
|