Blue Trust Inc’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-103
| Closed | -$9.1K | – | 2528 |
|
|
2025
Q1 | $9.1K | Hold |
103
| – | – | ﹤0.01% | 1928 |
|
|
2024
Q4 | $9.88K | Sell |
103
-169
| -62% | -$16.2K | ﹤0.01% | 1891 |
|
|
2024
Q3 | $23.4K | Buy |
+272
| New | +$23.4K | ﹤0.01% | 1881 |
|
|
2024
Q1 | – | Sell |
-9
| Closed | -$1K | – | 2434 |
|
|
2023
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 2329 |
|
|
2023
Q2 | – | Sell |
-52
| Closed | -$3K | – | 2247 |
|
|
2023
Q1 | $3K | Buy |
52
+46
| +767% | +$2.65K | ﹤0.01% | 1921 |
|
|
2022
Q4 | $0 | Sell |
6
-1
| -14% | – | ﹤0.01% | 2336 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 2193 |
|
|
2022
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1937 |
|