Sutton Wealth Advisors’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-16
Closed -$986 1143
2022
Q4
$986 Hold
16
﹤0.01% 1326
2022
Q3
$1.08K Sell
16
-2
-11% -$134 ﹤0.01% 1274
2022
Q2
$1.11K Hold
18
﹤0.01% 1258
2022
Q1
$1.21K Buy
+18
New +$1.21K ﹤0.01% 1290
2018
Q4
Sell
-139
Closed -$13.1K 1154
2018
Q3
$13.1K Sell
139
-576
-81% -$54.4K 0.01% 732
2018
Q2
$53.7K Hold
715
0.04% 272
2018
Q1
$43.3K Buy
715
+63
+10% +$3.81K 0.03% 308
2017
Q4
$30.4K Hold
652
0.02% 408
2017
Q3
$33K Hold
652
0.03% 376
2017
Q2
$32.5K Hold
652
0.03% 362
2017
Q1
$27.7K Hold
652
0.02% 392
2016
Q4
$26.4K Hold
652
0.02% 406
2016
Q3
$24.7K Hold
652
0.02% 404
2016
Q2
$19.8K Hold
652
0.02% 449
2016
Q1
$16.1K Buy
+652
New +$16.1K 0.02% 491