Valley National Advisers’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-20	Closed	-$1K	–	916
2024 Q2	$1K	Sell	20 -15	-43%	-$750	﹤0.01%	1049
2024 Q1	$2K	Buy	35 +10	+40%	+$571	﹤0.01%	953
2023 Q4	$1K	Buy	+25	New	+$1K	﹤0.01%	1072