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Coldstream Capital Management’s HealthEquity HQY Stock Holding History

Coldstream Capital Management’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$212K Buy
2,027
+138
+7% +$14.5K ﹤0.01% 1052
2025
Q1 		$167K Buy
+1,889
New +$167K ﹤0.01% 1089
2021
Q3 		– Sell
-2,584
Closed -$208K – 472
2021
Q2 		$208K Buy
+2,584
New +$208K 0.01% 507