Y-Intercept (HK)’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,976
| Closed | -$330K | – | 1538 |
|
|
2023
Q4 | $330K | Buy |
+4,976
| New | +$330K | 0.03% | 778 |
|
|
2023
Q3 | – | Sell |
-5,286
| Closed | -$334K | – | 1271 |
|
|
2023
Q2 | $334K | Buy |
+5,286
| New | +$334K | 0.04% | 729 |
|
|
2023
Q1 | – | Sell |
-9,564
| Closed | -$590K | – | 1327 |
|
|
2022
Q4 | $590K | Buy |
+9,564
| New | +$590K | 0.09% | 374 |
|