Westover Capital Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,432
| Closed | -$847K | – | 131 |
|
|
2019
Q4 | $847K | Sell |
11,432
-131
| -1% | -$9.71K | 0.38% | 63 |
|
|
2019
Q3 | $661K | Sell |
11,563
-1,093
| -9% | -$62.5K | 0.31% | 70 |
|
|
2019
Q2 | $828K | Sell |
12,656
-1,184
| -9% | -$77.5K | 0.41% | 62 |
|
|
2019
Q1 | $1.02M | Sell |
13,840
-161
| -1% | -$11.9K | 0.53% | 53 |
|
|
2018
Q4 | $835K | Sell |
14,001
-358
| -2% | -$21.4K | 0.52% | 56 |
|
|
2018
Q3 | $1.36M | Sell |
14,359
-175
| -1% | -$16.5K | 0.69% | 50 |
|
|
2018
Q2 | $1.09M | Sell |
14,534
-515
| -3% | -$38.7K | 0.59% | 54 |
|
|
2018
Q1 | $911K | Hold |
15,049
| – | – | 0.5% | 57 |
|
|
2017
Q4 | $702K | Buy |
+15,049
| New | +$702K | 0.39% | 75 |
|