Portside Wealth Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
2,699
+32
| +1% | +$3.35K | 0.04% | 373 |
|
|
2025
Q1 | $236K | Buy |
2,667
+318
| +14% | +$28.1K | 0.04% | 381 |
|
|
2024
Q4 | $225K | Buy |
+2,349
| New | +$225K | 0.04% | 381 |
|
|
2024
Q2 | – | Sell |
-2,634
| Closed | -$215K | – | 371 |
|
|
2024
Q1 | $215K | Buy |
+2,634
| New | +$215K | 0.04% | 339 |
|
|
2023
Q4 | – | Sell |
-3,340
| Closed | -$241K | – | 374 |
|
|
2023
Q3 | $241K | Buy |
+3,340
| New | +$241K | 0.05% | 287 |
|