Frontier Wealth Management’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	$528K	Hold	8,595	–	–	0.04%	233
2022 Q1	$590K	Sell	8,595 -5	-0.1%	-$343	0.01%	232
2021 Q4	$380K	Hold	8,600	–	–	0.03%	295
2021 Q3	$557K	Sell	8,600 -25	-0.3%	-$1.62K	0.04%	255
2021 Q2	$694K	Sell	8,625 -150	-2%	-$12.1K	0.05%	218
2021 Q1	$597K	Sell	8,775 -1,000	-10%	-$68K	0.05%	216
2020 Q4	$681K	Hold	9,775	–	–	0.06%	194
2020 Q3	$502K	Hold	9,775	–	–	0.05%	214
2020 Q2	$573K	Hold	9,775	–	–	0.05%	195
2020 Q1	$495K	Sell	9,775 -975	-9%	-$49.4K	0.08%	180
2019 Q4	$796K	Hold	10,750	–	–	0.13%	133
2019 Q3	$614K	Hold	10,750	–	–	0.09%	169
2019 Q2	$703K	Sell	10,750 -500	-4%	-$32.7K	0.1%	152
2019 Q1	$832K	Sell	11,250 -250	-2%	-$18.5K	0.11%	161
2018 Q4	$686K	Hold	11,500	–	–	0.1%	168
2018 Q3	$1.09M	Hold	11,500	–	–	0.1%	148
2018 Q2	$864K	Sell	11,500 -1,500	-12%	-$113K	0.12%	157
2018 Q1	$787K	Sell	13,000 -14,500	-53%	-$878K	0.11%	171
2017 Q4	$1.28M	Hold	27,500	–	–	0.21%	113
2017 Q3	$1.39M	Hold	27,500	–	–	0.2%	124
2017 Q2	$1.37M	Sell	27,500 -7,500	-21%	-$374K	0.21%	119
2017 Q1	$1.49M	Sell	35,000 -5,000	-13%	-$212K	0.23%	110
2016 Q4	$1.62M	Sell	40,000 -4,000	-9%	-$162K	0.26%	104
2016 Q3	$1.67M	Sell	44,000 -6,000	-12%	-$227K	0.25%	96
2016 Q2	$1.52M	Sell	50,000 -4,000	-7%	-$122K	0.24%	102
2016 Q1	$1.33M	Hold	54,000	–	–	0.11%	110
2015 Q4	$1.35M	Hold	54,000	–	–	0.22%	108
2015 Q3	$1.6M	Sell	54,000 -14,448	-21%	-$427K	0.25%	100
2015 Q2	$2.19M	Sell	68,448 -3,792	-5%	-$122K	0.34%	70
2015 Q1	$1.81M	Buy	+72,240	New	+$1.81M	0.29%	69