Capital Advisors Ltd’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11	Closed	-$1K	–	1357
2022 Q4	$1K	Sell	11 -3	-21%	-$273	﹤0.01%	1012
2022 Q3	$1K	Buy	14 +3	+27%	+$214	﹤0.01%	1032
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	802
2022 Q1	$1K	Buy	+11	New	+$1K	﹤0.01%	728