L.J. Altfest & Co’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-3,795
Closed -$217K 196
2019
Q3
$217K Sell
3,795
-1,156
-23% -$66.1K 0.06% 171
2019
Q2
$324K Buy
+4,951
New +$324K 0.09% 130