Moody Lynn & Lieberson’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$406K Buy
2020
Q3
Sell
2020
Q2
$1.59M Sell
2020
Q1
$3.65K Sell
2019
Q4
$8.43M Sell
2019
Q3
$9.85M Buy
2019
Q2
$7.86M Buy
2019
Q1
$7.99M Buy
2018
Q2
Sell
2018
Q1
$460K Buy