Albion Financial Group’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-9,111	Closed	-$425K	–	193
2017 Q4	$425K	Hold	9,111	–	–	0.06%	137
2017 Q3	$461K	Buy	9,111 +417	+5%	+$21.1K	0.07%	131
2017 Q2	$433K	Buy	8,694 +120	+1%	+$5.98K	0.07%	132
2017 Q1	$364K	Buy	+8,574	New	+$364K	0.05%	145