BHWM
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Bay Harbor Wealth Management’s HealthEquity HQY Stock Holding History

Bay Harbor Wealth Management’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$419 Buy
4
+2
+100% +$210 ﹤0.01% 699
2025
Q1 		$176 Buy
+2
New +$176 ﹤0.01% 713