PFS Investments’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $376K | Buy |
5,950
+433
| +8% | +$27.4K | 0.01% | 423 |
|
|
2023
Q1 | $314K | Sell |
5,517
-41,675
| -88% | -$2.37M | 0.01% | 428 |
|
|
2022
Q4 | $2.91M | Buy |
47,192
+5,684
| +14% | +$350K | 0.05% | 250 |
|
|
2022
Q3 | $2.79K | Buy |
+41,508
| New | +$2.79K | 0.05% | 242 |
|
|
2021
Q4 | – | Sell |
-11,219
| Closed | -$775K | – | 405 |
|
|
2021
Q3 | $775K | Buy |
11,219
+2,758
| +33% | +$191K | 0.02% | 337 |
|
|
2021
Q2 | $670K | Buy |
+8,461
| New | +$670K | 0.02% | 330 |
|