World Asset Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,897
| Closed | -$233K | – | 851 |
|
|
2021
Q2 | $233K | Sell |
2,897
-101
| -3% | -$8.12K | 0.02% | 792 |
|
|
2021
Q1 | $228K | Buy |
2,998
+13
| +0.4% | +$989 | 0.02% | 811 |
|
|
2020
Q4 | $208K | Buy |
+2,985
| New | +$208K | 0.02% | 794 |
|
|
2020
Q1 | – | Sell |
-2,899
| Closed | -$215K | – | 994 |
|
|
2019
Q4 | $215K | Buy |
+2,899
| New | +$215K | 0.01% | 953 |
|
|
2018
Q4 | – | Sell |
-2,699
| Closed | -$255K | – | 1143 |
|
|
2018
Q3 | $255K | Buy |
+2,699
| New | +$255K | 0.01% | 1022 |
|