Waddell & Reed Financial’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $4.83M | Sell |
71,023
-84,773
| -54% | -$5.77M | 0.01% | 433 |
|
|
2020
Q4 | $10.9M | Sell |
155,796
-1,283
| -0.8% | -$89.4K | 0.02% | 389 |
|
|
2020
Q3 | $8.07M | Sell |
157,079
-422,095
| -73% | -$21.7M | 0.02% | 394 |
|
|
2020
Q2 | $34M | Buy |
579,174
+66,803
| +13% | +$3.92M | 0.09% | 245 |
|
|
2020
Q1 | $25.9M | Sell |
512,371
-74,728
| -13% | -$3.78M | 0.08% | 245 |
|
|
2019
Q4 | $43.5M | Sell |
587,099
-2,314
| -0.4% | -$171K | 0.11% | 219 |
|
|
2019
Q3 | $33.7M | Buy |
589,413
+42,131
| +8% | +$2.41M | 0.09% | 252 |
|
|
2019
Q2 | $35.8M | Sell |
547,282
-1,804
| -0.3% | -$118K | 0.09% | 248 |
|
|
2019
Q1 | $40.6M | Sell |
549,086
-34,575
| -6% | -$2.56M | 0.1% | 245 |
|
|
2018
Q4 | $34.8M | Sell |
583,661
-62,813
| -10% | -$3.75M | 0.1% | 248 |
|
|
2018
Q3 | $61M | Sell |
646,474
-42,394
| -6% | -$4M | 0.14% | 183 |
|
|
2018
Q2 | $51.7M | Sell |
688,868
-115,402
| -14% | -$8.67M | 0.12% | 188 |
|
|
2018
Q1 | $48.7M | Sell |
804,270
-137,590
| -15% | -$8.33M | 0.11% | 212 |
|
|
2017
Q4 | $43.9M | Sell |
941,860
-14,840
| -2% | -$692K | 0.1% | 236 |
|
|
2017
Q3 | $48.4M | Sell |
956,700
-33,040
| -3% | -$1.67M | 0.11% | 219 |
|
|
2017
Q2 | $49.3M | Sell |
989,740
-8,210
| -0.8% | -$409K | 0.11% | 219 |
|
|
2017
Q1 | $42.4M | Buy |
997,950
+21,930
| +2% | +$931K | 0.09% | 240 |
|
|
2016
Q4 | $39.5M | Sell |
976,020
-45,377
| -4% | -$1.84M | 0.09% | 250 |
|
|
2016
Q3 | $38.7M | Buy |
1,021,397
+13,287
| +1% | +$503K | 0.08% | 241 |
|
|
2016
Q2 | $30.6M | Buy |
1,008,110
+374,529
| +59% | +$11.4M | 0.06% | 262 |
|
|
2016
Q1 | $15.6M | Buy |
633,581
+452,462
| +250% | +$11.2M | 0.03% | 334 |
|
|
2015
Q4 | $4.54M | Buy |
+181,119
| New | +$4.54M | 0.01% | 499 |
|