Berman Capital Advisors’s HealthEquity HQY Stock Holding History

Berman Capital Advisors’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$9K	Buy
2021 Q2	$7K	Sell
2021 Q1	$8K	Buy
2020 Q4	$6K	Hold
2020 Q3	$4K	Hold
2020 Q2	$5K	Buy
2020 Q1	$0	Hold
2019 Q4	$1K	Sell
2019 Q3	$5K	Buy
2019 Q2	$4K	Buy
2019 Q1	$2K	Buy
2018 Q4	$0	Buy