Carolinas Wealth Consulting’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-14	Closed	-$957	–	1099
2023 Q4	$957	Hold	14	–	–	﹤0.01%	839
2023 Q3	$1.03K	Buy	+14	New	+$1.03K	﹤0.01%	828