Asset Dedication LLC’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9K | Hold |
171
| – | – | ﹤0.01% | 721 |
|
|
2025
Q1 | $15.1K | Sell |
171
-19
| -10% | -$1.68K | ﹤0.01% | 696 |
|
|
2024
Q4 | $18.2K | Hold |
190
| – | – | ﹤0.01% | 675 |
|
|
2024
Q3 | $15.6K | Hold |
190
| – | – | ﹤0.01% | 740 |
|
|
2024
Q2 | $16.4K | Buy |
190
+181
| +2,011% | +$15.6K | ﹤0.01% | 722 |
|
|
2024
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 927 |
|
|
2023
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 936 |
|
|
2023
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 934 |
|
|
2023
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 908 |
|