Planning Capital Management Corporation’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$19.2K Hold
234
0.01% 304
2024
Q2
$20.2K Hold
234
0.01% 279
2024
Q1
$19.1K Hold
234
0.01% 295
2023
Q4
$15.5K Buy
+234
New +$15.5K 0.01% 350