Raymond James Trust’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $238K | Buy |
2,905
+132
| +5% | +$10.8K | 0.01% | 1165 |
|
|
2024
Q2 | $239K | Buy |
2,773
+52
| +2% | +$4.48K | 0.01% | 1093 |
|
|
2024
Q1 | $222K | Buy |
+2,721
| New | +$222K | 0.01% | 1135 |
|
|
2023
Q4 | – | Sell |
-3,177
| Closed | -$232K | – | 1229 |
|
|
2023
Q3 | $232K | Buy |
+3,177
| New | +$232K | 0.01% | 1015 |
|
|
2022
Q2 | – | Sell |
-3,052
| Closed | -$206K | – | 1124 |
|
|
2022
Q1 | $206K | Buy |
+3,052
| New | +$206K | 0.01% | 1077 |
|