Crestwood Capital Management’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,090	Closed	-$812K	–	15
2022 Q3	$812K	Sell	12,090 -69,944	-85%	-$4.7M	0.74%	13
2022 Q2	$5.04M	Sell	82,034 -1,290	-2%	-$79.2K	4.74%	8
2022 Q1	$5.62M	Sell	83,324 -29,176	-26%	-$1.97M	3.38%	13
2021 Q4	$4.98M	Buy	+112,500	New	+$4.98M	2.23%	19