JFS Wealth 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 | $4.72K | Sell |
45
-1
| -2% | -$105 | ﹤0.01% | 1107 |
|
|
2025
Q1 | $4.07K | Buy |
46
+1
| +2% | +$88 | ﹤0.01% | 1210 |
|
|
2024
Q4 | $4.32K | Hold |
45
| – | – | ﹤0.01% | 1185 |
|
|
2024
Q3 | $3.68K | Buy |
45
+1
| +2% | +$82 | ﹤0.01% | 1233 |
|
|
2024
Q2 | $3.79K | Hold |
44
| – | – | ﹤0.01% | 1175 |
|
|
2024
Q1 | $3.59K | Hold |
44
| – | – | ﹤0.01% | 1226 |
|
|
2023
Q4 | $2.92K | Sell |
44
-1
| -2% | -$66 | ﹤0.01% | 1271 |
|
|
2023
Q3 | $3.29K | Buy |
45
+3
| +7% | +$219 | ﹤0.01% | 1175 |
|
|
2023
Q2 | $2.65K | Hold |
42
| – | – | ﹤0.01% | 1276 |
|
|
2023
Q1 | $2.47K | Sell |
42
-4
| -9% | -$235 | ﹤0.01% | 1280 |
|
|
2022
Q4 | $2.84K | Sell |
46
-6
| -12% | -$370 | ﹤0.01% | 1232 |
|
|
2022
Q3 | $3K | Sell |
52
-12
| -19% | -$692 | ﹤0.01% | 1180 |
|
|
2022
Q2 | $4K | Buy |
64
+30
| +88% | +$1.88K | ﹤0.01% | 1078 |
|
|
2022
Q1 | $2K | Buy |
34
+21
| +162% | +$1.24K | ﹤0.01% | 1425 |
|
|
2021
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1396 |
|