KLR Investment Advisors’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$440K Sell
2023
Q4
$392K Buy
2023
Q3
$333K Sell
2023
Q2
$368K Sell
2023
Q1
$350K Sell
2022
Q4
$384K Buy