Jay D. Rosenbaum’s HealthEquity HQY Stock Holding History

Jay D. Rosenbaum’s Portfolio HQY Stock Details HQY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$288K	Buy
2024 Q1	$214K	Buy
2023 Q4	–	Sell
2023 Q3	$219K	Buy
2022 Q4	–	Sell
2022 Q3	$200K	Buy
2022 Q2	–	Sell
2022 Q1	$201K	Buy