True Wealth Design’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$943	Buy	9 +6	+200%	+$629	﹤0.01%	1490
2025 Q1	$266	Buy	3 +2	+200%	+$177	﹤0.01%	1831
2024 Q4	$96	Hold	1	–	–	﹤0.01%	1276
2024 Q3	$82	Buy	+1	New	+$82	﹤0.01%	1240