Sanders Morris Harris’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-41,500	Closed	-$2.51M	–	146
2018 Q1	$2.51M	Sell	41,500 -4,000	-9%	-$242K	1.05%	23
2017 Q4	$2.12M	Hold	45,500	–	–	0.9%	26
2017 Q3	$2.3M	Buy	+45,500	New	+$2.3M	0.98%	26