Covestor’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $27K | Sell |
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|
2025
Q2 | $35K | Sell |
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|
2025
Q1 | $107K | Sell |
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|
2024
Q4 | $143K | Sell |
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|
2024
Q3 | $125K | Buy |
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|
2024
Q2 | $103K | Sell |
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|
2024
Q1 | $98K | Buy |
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|
2023
Q4 | $74K | Sell |
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|
2023
Q3 | $82K | Buy |
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|
2023
Q2 | $37K | Buy |
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|
2023
Q1 | $10K | Buy |
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|
2022
Q4 | $10K | Sell |
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|
2022
Q3 | $12K | Sell |
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|
2022
Q2 | $11K | Buy |
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|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $3K | Buy |
|