Waddell & Reed Financial’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $4.83M | Sell |
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|
2020
Q4 | $10.9M | Sell |
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|
2020
Q3 | $8.07M | Sell |
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|
2020
Q2 | $34M | Buy |
|
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|
2020
Q1 | $25.9M | Sell |
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|
2019
Q4 | $43.5M | Sell |
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|
2019
Q3 | $33.7M | Buy |
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|
2019
Q2 | $35.8M | Sell |
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|
2019
Q1 | $40.6M | Sell |
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|
2018
Q4 | $34.8M | Sell |
|
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|
2018
Q3 | $61M | Sell |
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|
2018
Q2 | $51.7M | Sell |
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|
2018
Q1 | $48.7M | Sell |
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|
2017
Q4 | $43.9M | Sell |
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|
2017
Q3 | $48.4M | Sell |
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|
2017
Q2 | $49.3M | Sell |
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|
2017
Q1 | $42.4M | Buy |
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|
2016
Q4 | $39.5M | Sell |
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|
2016
Q3 | $38.7M | Buy |
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|
2016
Q2 | $30.6M | Buy |
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|
2016
Q1 | $15.6M | Buy |
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|
2015
Q4 | $4.54M | Buy |
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