CWP
HQY icon

Concord Wealth Partners’s HealthEquity HQY Stock Holding History

Concord Wealth Partners’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-38
Closed -$3K – 1292
2022
Q1 		$3K Hold
38
– – ﹤0.01% 1017
2021
Q4 		$2K Buy
+38
New +$2K ﹤0.01% 1128