Veritable’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,620
| Closed | -$222K | – | 841 |
|
|
2022
Q2 | $222K | Buy |
3,620
+25
| +0.7% | +$1.53K | ﹤0.01% | 777 |
|
|
2022
Q1 | $242K | Buy |
+3,595
| New | +$242K | ﹤0.01% | 786 |
|
|
2021
Q4 | – | Sell |
-3,160
| Closed | -$205K | – | 916 |
|
|
2021
Q3 | $205K | Buy |
+3,160
| New | +$205K | ﹤0.01% | 836 |
|