United Capital Financial Advisors’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-14,664	Closed	-$838K	–	1378
2019 Q3	$838K	Buy	14,664 +3,988	+37%	+$228K	0.01%	791
2019 Q2	$698K	Buy	10,676 +751	+8%	+$49.1K	﹤0.01%	918
2019 Q1	$734K	Buy	9,925 +1,799	+22%	+$133K	0.01%	857
2018 Q4	$485K	Buy	+8,126	New	+$485K	﹤0.01%	929