Bogart Wealth LLC’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82K | Hold |
46
| – | – | ﹤0.01% | 941 |
|
|
2025
Q1 | $4.07K | Hold |
46
| – | – | ﹤0.01% | 931 |
|
|
2024
Q4 | $4.41K | Hold |
46
| – | – | ﹤0.01% | 907 |
|
|
2024
Q3 | $3.77K | Hold |
46
| – | – | ﹤0.01% | 880 |
|
|
2024
Q2 | $3.97K | Hold |
46
| – | – | ﹤0.01% | 834 |
|
|
2024
Q1 | $3.76K | Hold |
46
| – | – | ﹤0.01% | 821 |
|
|
2023
Q4 | $3.05K | Hold |
46
| – | – | ﹤0.01% | 837 |
|
|
2023
Q3 | $3.36K | Hold |
46
| – | – | ﹤0.01% | 802 |
|
|
2023
Q2 | $2.9K | Hold |
46
| – | – | ﹤0.01% | 824 |
|
|
2023
Q1 | $2.7K | Buy |
+46
| New | +$2.7K | ﹤0.01% | 852 |
|