CWM, LLC – HealthEquity, Inc. Transaction History
CWM, LLC portfolio value:
$7.23M
portfolio value
CWM, LLC 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 | Decrease | -3.39% | -3.77K shares | 390K | $67.17 | 107.63K |
| Q2 2022 | share | Decrease | -12.71% | -16.22K shares | -1.76M | $61.39 | 111.41K |
| Q1 2022 | share | Decrease | -8.94% | -12.52K shares | 2.40M | $67.44 | 127.63K |
| Q4 2021 | share | Decrease | -9.21% | -14.21K shares | -6.22M | $43.86 | 140.16K |
| Q2 2021 | share | 0.00% | 0 shares | 0 | $80.48 | 154.37K | |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $68 | 154.37K | |
| Q4 2020 | share | 0.00% | 0 shares | 0 | $69.71 | 154.37K | |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $51.37 | 154.37K | |
| Q2 2020 | share | 0.00% | 0 shares | 0 | $58.67 | 154.37K | |
| Q1 2020 | share | 0.00% | 0 shares | 0 | $50.59 | 154.37K | |
| Q4 2019 | share | 0.00% | 0 shares | 0 | $74.07 | 154.37K | |
| Q3 2019 | share | 0.00% | 0 shares | 0 | $57.15 | 154.37K | |
| Q2 2019 | share | 0.00% | 0 shares | 0 | $65.4 | 154.37K | |
| Q1 2019 | share | Increase | 0.00% | 154.37K shares | 12.42M | $73.98 | 154.37K |