BWM
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BerganKDV Wealth Management’s HealthEquity HQY Stock Holding History

BerganKDV 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
2019
Q3 		– Sell
-400
Closed -$26K – 715
2019
Q2 		$26K Buy
+400
New +$26K 0.01% 394