CFFP
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Center for Financial Planning’s HealthEquity HQY Stock Holding History

Center for Financial Planning’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-200
Closed -$10K – 475
2020
Q3 		$10K Hold
200
– – ﹤0.01% 304
2020
Q2 		$12K Hold
200
– – ﹤0.01% 297
2020
Q1 		$10K Hold
200
– – ﹤0.01% 323
2019
Q4 		$15K Buy
+200
New +$15K ﹤0.01% 283