Lake Point Wealth Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-20
| Closed | -$1K | – | 458 |
|
|
2021
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 362 |
|
|
2021
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 333 |
|
|
2020
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 310 |
|
|
2019
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 558 |
|
|
2019
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 607 |
|
|
2019
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 607 |
|