Total Clarity Wealth Management’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-5,310
Closed -$312K 129
2020
Q2
$312K Sell
5,310
-300
-5% -$17.6K 0.29% 94
2020
Q1
$284K Buy
5,610
+100
+2% +$5.06K 0.44% 74
2019
Q4
$408K Buy
+5,510
New +$408K 0.31% 73