Rise Advisors’s HealthEquity HQY Stock Holding History

Rise Advisors’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$28.9K	Hold
2025 Q2	$32K	Hold
2025 Q1	$27K	Sell
2024 Q4	$33.1K	Hold
2024 Q3	$28.2K	Hold
2024 Q2	$29.7K	Hold
2024 Q1	$28.2K	Buy