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Curated Wealth Partners’s HealthEquity HQY Stock Holding History

Curated Wealth Partners’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$249K Sell
2,381
-565
-19% -$59.2K 0.03% 139
2025
Q1 		$260K Buy
2,946
+425
+17% +$37.6K 0.03% 131
2024
Q4 		$242K Buy
+2,521
New +$242K 0.03% 132