Continuum Advisory’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-37
| Closed | -$3.27K | – | 916 |
|
|
2025
Q1 | $3.27K | Buy |
37
+2
| +6% | +$177 | ﹤0.01% | 1203 |
|
|
2024
Q4 | $3.36K | Sell |
35
-5
| -13% | -$480 | ﹤0.01% | 1246 |
|
|
2024
Q3 | $3.83K | Sell |
40
-14
| -26% | -$1.34K | ﹤0.01% | 1234 |
|
|
2024
Q2 | $4.66K | Sell |
54
-3
| -5% | -$259 | ﹤0.01% | 1090 |
|
|
2024
Q1 | $4.42K | Buy |
+57
| New | +$4.42K | ﹤0.01% | 1087 |
|