Summit Securities Group’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-99	Closed	-$6K	–	810
2022 Q2	$6K	Sell	99 -1,276	-93%	-$77.3K	﹤0.01%	659
2022 Q1	$93K	Buy	+1,375	New	+$93K	0.01%	338
2015 Q2	–	Sell	-400	Closed	-$10K	–	510
2015 Q1	$10K	Buy	+400	New	+$10K	0.01%	251