Envestnet Portfolio Solutions’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,506
| Closed | -$336K | – | 1660 |
|
|
2024
Q4 | $336K | Sell |
3,506
-315
| -8% | -$30.2K | ﹤0.01% | 1448 |
|
|
2024
Q3 | $313K | Buy |
3,821
+182
| +5% | +$14.9K | ﹤0.01% | 1430 |
|
|
2024
Q2 | $314K | Buy |
3,639
+98
| +3% | +$8.45K | ﹤0.01% | 1358 |
|
|
2024
Q1 | $289K | Buy |
3,541
+43
| +1% | +$3.51K | ﹤0.01% | 1381 |
|
|
2023
Q4 | $232K | Sell |
3,498
-186
| -5% | -$12.3K | ﹤0.01% | 1429 |
|
|
2023
Q3 | $269K | Buy |
+3,684
| New | +$269K | ﹤0.01% | 1283 |
|