Clearstead Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Buy |
970
+679
| +233% | +$71.1K | ﹤0.01% | 1053 |
|
|
2025
Q1 | $25.7K | Buy |
291
+15
| +5% | +$1.33K | ﹤0.01% | 1348 |
|
|
2024
Q4 | $26.5K | Hold |
276
| – | – | ﹤0.01% | 1306 |
|
|
2024
Q3 | $22.6K | Sell |
276
-96
| -26% | -$7.86K | ﹤0.01% | 1386 |
|
|
2024
Q2 | $32.1K | Buy |
+372
| New | +$32.1K | ﹤0.01% | 1270 |
|
|
2023
Q2 | – | Sell |
-900
| Closed | -$52.8K | – | 1406 |
|
|
2023
Q1 | $52.8K | Hold |
900
| – | – | ﹤0.01% | 655 |
|
|
2022
Q4 | $55.5K | Hold |
900
| – | – | ﹤0.01% | 608 |
|
|
2022
Q3 | $60K | Hold |
900
| – | – | 0.01% | 577 |
|
|
2022
Q2 | $55K | Sell |
900
-60
| -6% | -$3.67K | ﹤0.01% | 599 |
|
|
2022
Q1 | $65K | Buy |
+960
| New | +$65K | ﹤0.01% | 637 |
|
|
2021
Q4 | – | Sell |
-272
| Closed | -$18K | – | 1343 |
|
|
2021
Q3 | $18K | Buy |
+272
| New | +$18K | ﹤0.01% | 841 |
|