Eaton Financial Holdings’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-39,191	Closed	-$2.6M	–	110
2023 Q4	$2.6M	Sell	39,191 -1,436	-4%	-$95.2K	0.63%	51
2023 Q3	$2.97M	Buy	+40,627	New	+$2.97M	0.79%	41