Coppell Advisory Solutions’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-232
| Closed | -$22.5K | – | 1001 |
|
|
2024
Q4 | $22.5K | Hold |
232
| – | – | ﹤0.01% | 831 |
|
|
2024
Q3 | $18.5K | Hold |
232
| – | – | ﹤0.01% | 902 |
|
|
2024
Q2 | $20K | Buy |
+232
| New | +$20K | ﹤0.01% | 782 |
|
|
2023
Q4 | $13.9K | Buy |
+209
| New | +$13.9K | ﹤0.01% | 850 |
|
|
2023
Q3 | – | Sell |
-765
| Closed | -$47.7K | – | 1340 |
|
|
2023
Q2 | $47.7K | Buy |
+765
| New | +$47.7K | 0.01% | 382 |
|