Winton Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,922
| Closed | -$365K | – | 1010 |
|
|
2022
Q4 | $365K | Buy |
+5,922
| New | +$365K | 0.02% | 731 |
|
|
2019
Q1 | – | Sell |
-4,179
| Closed | -$249K | – | 1116 |
|
|
2018
Q4 | $249K | Sell |
4,179
-1,095
| -21% | -$65.2K | 0.01% | 728 |
|
|
2018
Q3 | $498K | Buy |
5,274
+717
| +16% | +$67.7K | 0.01% | 626 |
|
|
2018
Q2 | $342K | Buy |
4,557
+1,148
| +34% | +$86.2K | 0.01% | 775 |
|
|
2018
Q1 | $206K | Buy |
+3,409
| New | +$206K | 0.01% | 1098 |
|