Glassman Wealth Services’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 |
-5
| Closed | -$332 | – | 920 |
|
|
2023
Q4 | $332 | Hold |
5
| – | – | ﹤0.01% | 1802 |
|
|
2023
Q3 | $365 | Buy |
+5
| New | +$365 | ﹤0.01% | 1796 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$185 | – | 1937 |
|
|
2022
Q4 | $185 | Buy |
+3
| New | +$185 | ﹤0.01% | 1817 |
|
|
2022
Q1 | – | Sell |
-10
| Closed | – | – | 1766 |
|
|
2021
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1750 |
|
|
2020
Q2 | – | Sell |
-31
| Closed | -$2K | – | 1358 |
|
|
2020
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 707 |
|
|
2018
Q1 | – | Sell |
-5
| Closed | – | – | 809 |
|
|
2017
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 718 |
|