JP Morgan Private Wealth Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $389K | Sell |
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|
2023
Q2 | $369K | Sell |
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|
2023
Q1 | $618K | Sell |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.25M | Sell |
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|
2022
Q2 | $1.19M | Buy |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $792K | Sell |
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|
2021
Q3 | $1.87M | Buy |
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|
2021
Q2 | $2.27M | Buy |
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|
2021
Q1 | $554K | Sell |
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|
2020
Q4 | $821K | Buy |
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|
2020
Q3 | $319K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $3.71M | Buy |
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|
2019
Q1 | $1.79M | Buy |
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