SHEETS SMITH WEALTH MANAGEMENT – HealthEquity, Inc. Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
$519,000
portfolio value
SHEETS SMITH WEALTH MANAGEMENT quarter portfolio value change:
+9.42%
quarter
HealthEquity, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 44K | $67.17 | 7.73K | |
| Q2 2022 | share | 0.00% | 0 shares | -46K | $61.39 | 7.73K | |
| Q1 2022 | share | 0.00% | 0 shares | 179K | $67.44 | 7.73K | |
| Q4 2021 | share | Increase | +53.53% | 2.69K shares | 16K | $43.86 | 7.73K |
| Q3 2021 | share | 0.00% | 0 shares | -79K | $64.76 | 5.03K | |
| Q2 2021 | share | 0.00% | 0 shares | 63K | $80.48 | 5.03K | |
| Q1 2021 | share | 0.00% | 0 shares | -9K | $68 | 5.03K | |
| Q4 2020 | share | Increase | +1.10% | 55 shares | 95K | $69.71 | 5.03K |
| Q3 2020 | share | 0.00% | 0 shares | -36K | $51.37 | 4.98K | |
| Q2 2020 | share | 0.00% | 0 shares | 40K | $58.67 | 4.98K | |
| Q1 2020 | share | Increase | +6.27% | 294 shares | -95K | $50.59 | 4.98K |
| Q4 2019 | share | Decrease | -4.09% | -200 shares | 68K | $74.07 | 4.68K |
| Q3 2019 | share | Increase | 0.00% | 4.88K shares | 279K | $57.15 | 4.88K |
| Q4 2018 | share | Decrease | -100.00% | -6.49K shares | -613K | $59.65 | 0 |
| Q3 2018 | share | Decrease | -9.81% | -706 shares | 72K | $94.41 | 6.49K |
| Q2 2018 | share | Increase | 0.00% | 7.19K shares | 541K | $75.1 | 7.19K |