Advisornet Financial’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210 | Buy |
+2
| New | +$210 | ﹤0.01% | 2118 |
|
|
2024
Q2 | – | Sell |
-10
| Closed | -$816 | – | 2117 |
|
|
2024
Q1 | $816 | Sell |
10
-5
| -33% | -$408 | ﹤0.01% | 1811 |
|
|
2023
Q4 | $995 | Hold |
15
| – | – | ﹤0.01% | 1883 |
|
|
2023
Q3 | $1.1K | Hold |
15
| – | – | ﹤0.01% | 1779 |
|
|
2023
Q2 | $947 | Buy |
15
+7
| +88% | +$442 | ﹤0.01% | 1897 |
|
|
2023
Q1 | $470 | Sell |
8
-6
| -43% | -$353 | ﹤0.01% | 2084 |
|
|
2022
Q4 | $863 | Buy |
+14
| New | +$863 | ﹤0.01% | 1881 |
|