Bogart Wealth LLC’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.36K | Hold |
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|
2025
Q2 | $4.82K | Hold |
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|
2025
Q1 | $4.07K | Hold |
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|
2024
Q4 | $4.41K | Hold |
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|
2024
Q3 | $3.77K | Hold |
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|
2024
Q2 | $3.96K | Hold |
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|
2024
Q1 | $3.75K | Hold |
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|
2023
Q4 | $3.05K | Hold |
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|
2023
Q3 | $3.36K | Hold |
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|
2023
Q2 | $2.9K | Hold |
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|
2023
Q1 | $2.7K | Buy |
|