Concorde Asset Management, LLC Healthequity, Inc. Transaction History

Concorde Asset Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 21, 2021	SELL	$61.14 - $82.65 $169,357 - $228,940	-2,770 Closed	0 $0
Q2 2021 Jul 20, 2021	SELL	$66.24 - $84.6 $33,384 - $42,638	-504 Reduced 15.39%	2,770 $223,000
Q1 2021 Apr 27, 2021	BUY	$67.0 - $91.01 $219,358 - $297,966	3,274 New	3,274 $223,000
Q4 2020 Jan 29, 2021	SELL	$51.41 - $74.4 $309,436 - $447,813	-6,019 Closed	0 $0
Q3 2020 Oct 23, 2020	BUY	$46.15 - $61.64 $277,776 - $371,011	6,019 New	6,019 $309,000
Q1 2020 Apr 22, 2020	SELL	$40.54 - $87.73 $535,736 - $1.16 Million	-13,215 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$51.99 - $76.5 $687,047 - $1.01 Million	13,215 New	13,215 $979,000

434

81.8M

205K

101K

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $8.7B
Description
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness ...

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