LWCFA
HQY icon

Loring Wolcott & Coolidge Fiduciary Advisors’s HealthEquity HQY Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q1 		– Sell
-83
Closed -$6K – 484
2020
Q4 		$6K Buy
+83
New +$6K ﹤0.01% 669