PD Small-Cap Growth Index Portfolio HQY Holdings History
PD Small-Cap Growth Index Portfolio's HealthEquity Inc Holding Summary
As of 2025-03-31, PACIFIC SELECT FUND held 4,523.00 shares of HealthEquity Inc(HQY), totaling $399,700.00. This investment constitutes 0.62% of their stock portfolio, and PACIFIC SELECT FUND now holds 0.01% of the outstanding HealthEquity Inc(HQY) stock.
The initial trade took place in 2019Q3. And since then PD Small-Cap Growth Index Portfolio has made 8 purchases of HQY, at an average price of $66.93, for a total of 8,224.00 shares. In addition, there have been 7 sales at an average price of $78.82 for 3,701.00 shares. Based on historical transaction data and HQY's current price of $102.16, PD Small-Cap Growth Index Portfolio's estimated gain on his HQY holdings is $203,354.22, reflecting a 36.95% gain to date.
PD Small-Cap Growth Index Portfolio HQY ($102.16) Holding Chart
PD Small-Cap Growth Index Portfolio HQY ($102.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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