MCF Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7K | Buy |
140
+36
| +35% | +$3.77K | ﹤0.01% | 597 |
|
|
2025
Q1 | $9.19K | Buy |
104
+29
| +39% | +$2.56K | ﹤0.01% | 663 |
|
|
2024
Q4 | $7.2K | Sell |
75
-42
| -36% | -$4.03K | ﹤0.01% | 711 |
|
|
2024
Q3 | $9.58K | Buy |
+117
| New | +$9.58K | ﹤0.01% | 657 |
|
|
2022
Q4 | – | Sell |
-188
| Closed | -$13K | – | 845 |
|
|
2022
Q3 | $13K | Buy |
+188
| New | +$13K | ﹤0.01% | 520 |
|