LWA
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Lenox Wealth Advisors’s HealthEquity HQY Stock Holding History

Lenox Wealth Advisors’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-375
Closed -$19K – 641
2020
Q3 		$19K Hold
375
– – ﹤0.01% 293
2020
Q2 		$22K Hold
375
– – ﹤0.01% 271
2020
Q1 		$19K Hold
375
– – ﹤0.01% 270
2019
Q4 		$28K Buy
+375
New +$28K ﹤0.01% 275