Exchange Traded Concepts’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $942K | Buy |
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|
2024
Q3 | $783K | Buy |
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|
2024
Q2 | $703K | Buy |
|
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|
2024
Q1 | $634K | Sell |
|
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|
2023
Q4 | $593K | Hold |
|
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|
2023
Q3 | $654K | Sell |
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|
2023
Q2 | $655K | Sell |
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|
2023
Q1 | $629K | Buy |
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|
2022
Q4 | $520K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $44K | Buy |
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|
2021
Q3 | $43K | Buy |
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