Bartlett & Co’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 -$10K 1207
2022
Q2
$10K Buy
+170
New +$10K ﹤0.01% 861
2021
Q1
Sell
-24
Closed -$2K 1103
2020
Q4
$2K Buy
+24
New +$2K ﹤0.01% 914