Clearstead Trust’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.99K	Buy	19 +16	+533%	+$1.68K	﹤0.01%	955
2025 Q1	$266	Buy	+3	New	+$266	﹤0.01%	863
2019 Q2	–	Sell	-344	Closed	-$26K	–	195
2019 Q1	$26K	Buy	+344	New	+$26K	0.02%	144