Pinnacle Wealth Planning Services’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,969	Closed	-$256K	–	544
2024 Q2	$256K	Sell	2,969 -266	-8%	-$22.9K	0.04%	333
2024 Q1	$264K	Buy	+3,235	New	+$264K	0.04%	336
2021 Q1	–	Sell	-880	Closed	-$61K	–	1052
2020 Q4	$61K	Buy	+880	New	+$61K	0.01%	694