Modera Wealth Management’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-6,601
Closed -$212K 81
2015
Q2
$212K Sell
6,601
-2,000
-23% -$64.2K 0.08% 79
2015
Q1
$215K Buy
+8,601
New +$215K 0.08% 79