Covestor’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35K | Sell |
337
-876
| -72% | -$91K | 0.02% | 1040 |
|
|
2025
Q1 | $107K | Sell |
1,213
-279
| -19% | -$24.6K | 0.07% | 441 |
|
|
2024
Q4 | $143K | Sell |
1,492
-32
| -2% | -$3.07K | 0.09% | 308 |
|
|
2024
Q3 | $125K | Buy |
1,524
+328
| +27% | +$26.9K | 0.08% | 391 |
|
|
2024
Q2 | $103K | Sell |
1,196
-2
| -0.2% | -$172 | 0.07% | 465 |
|
|
2024
Q1 | $98K | Buy |
1,198
+81
| +7% | +$6.63K | 0.06% | 549 |
|
|
2023
Q4 | $74K | Sell |
1,117
-2
| -0.2% | -$132 | 0.05% | 670 |
|
|
2023
Q3 | $82K | Buy |
1,119
+539
| +93% | +$39.5K | 0.06% | 533 |
|
|
2023
Q2 | $37K | Buy |
580
+413
| +247% | +$26.3K | 0.03% | 899 |
|
|
2023
Q1 | $10K | Buy |
167
+1
| +0.6% | +$60 | 0.01% | 1314 |
|
|
2022
Q4 | $10K | Sell |
166
-9
| -5% | -$542 | 0.01% | 1323 |
|
|
2022
Q3 | $12K | Sell |
175
-5
| -3% | -$343 | 0.01% | 1187 |
|
|
2022
Q2 | $11K | Buy |
180
+168
| +1,400% | +$10.3K | 0.01% | 1166 |
|
|
2022
Q1 | $1K | Sell |
12
-66
| -85% | -$5.5K | ﹤0.01% | 1835 |
|
|
2021
Q4 | $3K | Buy |
+78
| New | +$3K | ﹤0.01% | 1472 |
|