GoalVest Advisory’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-141
| Closed | -$8.69K | – | 279 |
|
|
2022
Q4 | $8.69K | Hold |
141
| – | – | 0.01% | 190 |
|
|
2022
Q3 | $9K | Hold |
141
| – | – | 0.01% | 191 |
|
|
2022
Q2 | $8K | Hold |
141
| – | – | 0.01% | 259 |
|
|
2022
Q1 | $10K | Buy |
+141
| New | +$10K | 0.01% | 242 |
|
|
2021
Q2 | $17K | Hold |
208
| – | – | 0.01% | 181 |
|
|
2021
Q1 | $14K | Hold |
208
| – | – | 0.01% | 155 |
|
|
2020
Q4 | $14K | Buy |
+208
| New | +$14K | 0.01% | 159 |
|