Taylor Wealth Management Partners’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-3,359	Closed	-$218K	–	66
2021 Q3	$218K	Hold	3,359	–	–	0.08%	65
2021 Q2	$270K	Buy	+3,359	New	+$270K	0.1%	60