Wealthcare Advisory Partners’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 |
-200
| Closed | -$14K | – | 1127 |
|
|
2021
Q1 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 1338 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$10K | – | 791 |
|
|
2020
Q1 | $10K | Buy |
200
+89
| +80% | +$4.45K | ﹤0.01% | 922 |
|
|
2019
Q4 | $8K | Sell |
111
-100
| -47% | -$7.21K | ﹤0.01% | 1001 |
|
|
2019
Q3 | $12K | Hold |
211
| – | – | ﹤0.01% | 879 |
|
|
2019
Q2 | $14K | Hold |
211
| – | – | ﹤0.01% | 816 |
|
|
2019
Q1 | $16K | Hold |
211
| – | – | ﹤0.01% | 711 |
|
|
2018
Q4 | $13K | Hold |
211
| – | – | ﹤0.01% | 726 |
|
|
2018
Q3 | $20K | Hold |
211
| – | – | ﹤0.01% | 671 |
|
|
2018
Q2 | $16K | Buy |
+211
| New | +$16K | ﹤0.01% | 722 |
|