Xact Kapitalforvaltning’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $623K | Hold |
12,316
| – | – | 0.01% | 656 |
|
|
2019
Q4 | $912K | Hold |
12,316
| – | – | 0.02% | 657 |
|
|
2019
Q3 | $704K | Buy |
12,316
+3,000
| +32% | +$171K | 0.01% | 728 |
|
|
2019
Q2 | $609K | Hold |
9,316
| – | – | 0.01% | 810 |
|
|
2019
Q1 | $689K | Hold |
9,316
| – | – | 0.02% | 727 |
|
|
2018
Q4 | $556K | Hold |
9,316
| – | – | 0.01% | 811 |
|
|
2018
Q3 | $880K | Buy |
9,316
+1,100
| +13% | +$104K | 0.02% | 637 |
|
|
2018
Q2 | $617K | Buy |
8,216
+300
| +4% | +$22.5K | 0.01% | 794 |
|
|
2018
Q1 | $479K | Buy |
7,916
+3,200
| +68% | +$194K | 0.01% | 858 |
|
|
2017
Q4 | $220K | Buy |
+4,716
| New | +$220K | 0.01% | 1183 |
|