Fortis Capital Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Sell |
6,736
-1,814
| -21% | -$190K | 0.13% | 124 |
|
|
2025
Q1 | $756K | Buy |
+8,550
| New | +$756K | 0.15% | 115 |
|
|
2024
Q2 | – | Sell |
-4,225
| Closed | -$345K | – | 175 |
|
|
2024
Q1 | $345K | Buy |
+4,225
| New | +$345K | 0.15% | 126 |
|
|
2023
Q2 | – | Sell |
-309
| Closed | -$18.1K | – | 329 |
|
|
2023
Q1 | $18.1K | Buy |
309
+274
| +783% | +$16.1K | 0.01% | 409 |
|
|
2022
Q4 | $2.16K | Buy |
+35
| New | +$2.16K | ﹤0.01% | 571 |
|