Kings Point Capital Management’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$34K Hold
2021
Q4
$22K Hold
2021
Q3
$32K Hold
2021
Q2
$40K Hold
2021
Q1
$34K Hold
2020
Q4
$35K Hold
2020
Q3
$26K Hold
2020
Q2
$29K Buy