TFO Wealth Partners’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$82 | – | 373 |
|
|
2024
Q1 | $82 | Sell |
1
-3
| -75% | -$246 | ﹤0.01% | 667 |
|
|
2023
Q4 | $265 | Hold |
4
| – | – | ﹤0.01% | 552 |
|
|
2023
Q3 | $253 | Buy |
4
+3
| +300% | +$190 | ﹤0.01% | 718 |
|
|
2023
Q2 | $63 | Hold |
1
| – | – | ﹤0.01% | 739 |
|
|
2023
Q1 | $59 | Sell |
1
-22
| -96% | -$1.3K | ﹤0.01% | 725 |
|
|
2022
Q4 | $1.31K | Buy |
+23
| New | +$1.31K | ﹤0.01% | 311 |
|