Wealthspire Advisors (Maryland)’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-322
| Closed | -$24K | – | 1155 |
|
|
2019
Q1 | $24K | Sell |
322
-16
| -5% | -$1.19K | ﹤0.01% | 1199 |
|
|
2018
Q4 | $20K | Buy |
338
+194
| +135% | +$11.5K | ﹤0.01% | 1204 |
|
|
2018
Q3 | $14K | Buy |
144
+25
| +21% | +$2.43K | ﹤0.01% | 1421 |
|
|
2018
Q2 | $9K | Buy |
119
+13
| +12% | +$983 | ﹤0.01% | 1579 |
|
|
2018
Q1 | $6K | Buy |
106
+22
| +26% | +$1.25K | ﹤0.01% | 1734 |
|
|
2017
Q4 | $4K | Buy |
84
+49
| +140% | +$2.33K | ﹤0.01% | 1903 |
|
|
2017
Q3 | $2K | Buy |
35
+8
| +30% | +$457 | ﹤0.01% | 1986 |
|
|
2017
Q2 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 2090 |
|