Rise Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32K | Hold |
305
| – | – | 0.01% | 325 |
|
|
2025
Q1 | $27K | Sell |
305
-40
| -12% | -$3.54K | 0.01% | 360 |
|
|
2024
Q4 | $33.1K | Hold |
345
| – | – | 0.02% | 349 |
|
|
2024
Q3 | $28.2K | Hold |
345
| – | – | 0.01% | 444 |
|
|
2024
Q2 | $29.7K | Hold |
345
| – | – | 0.02% | 380 |
|
|
2024
Q1 | $28.2K | Buy |
+345
| New | +$28.2K | 0.02% | 413 |
|