Smartleaf Asset Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44K | Buy |
420
+29
| +7% | +$3.04K | ﹤0.01% | 1216 |
|
|
2025
Q1 | $34K | Buy |
391
+7
| +2% | +$609 | ﹤0.01% | 1346 |
|
|
2024
Q4 | $37.2K | Buy |
384
+98
| +34% | +$9.49K | ﹤0.01% | 1313 |
|
|
2024
Q3 | $22.9K | Buy |
286
+30
| +12% | +$2.4K | ﹤0.01% | 1272 |
|
|
2024
Q2 | $21.6K | Buy |
256
+242
| +1,729% | +$20.4K | ﹤0.01% | 1007 |
|
|
2024
Q1 | $1.12K | Buy |
14
+13
| +1,300% | +$1.04K | ﹤0.01% | 1596 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1174 |
|