Sage Private Wealth Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-175
| Closed | -$12K | – | 108 |
|
|
2022
Q3 | $12K | Hold |
175
| – | – | 0.02% | 142 |
|
|
2022
Q2 | $11K | Hold |
175
| – | – | 0.02% | 138 |
|
|
2022
Q1 | $12K | Hold |
175
| – | – | 0.01% | 139 |
|
|
2021
Q4 | $7K | Hold |
175
| – | – | 0.01% | 153 |
|
|
2021
Q3 | $11K | Hold |
175
| – | – | 0.02% | 143 |
|
|
2021
Q2 | $14K | Hold |
175
| – | – | 0.02% | 128 |
|
|
2021
Q1 | $12K | Hold |
175
| – | – | 0.02% | 139 |
|
|
2020
Q4 | $12K | Buy |
+175
| New | +$12K | 0.03% | 126 |
|