Bartlett & Co Wealth Management’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-170
Closed -$10.4K 1230
2022
Q2
$10.4K Buy
+170
New +$10.4K ﹤0.01% 858
2021
Q1
Sell
-24
Closed -$1.67K 1145
2020
Q4
$1.67K Buy
+24
New +$1.67K ﹤0.01% 945