Creative Financial Designs’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	-9	Closed	-$795	–	2088
2025 Q1	$795	Buy	+9	New	+$795	﹤0.01%	1834
2024 Q4	–	Sell	-70	Closed	-$5.73K	–	1813
2024 Q3	$5.73K	Buy	+70	New	+$5.73K	﹤0.01%	1337