VisionPoint Advisory Group’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 |
-530
| Closed | -$45.7K | – | 479 |
|
|
2024
Q2 | $45.7K | Buy |
530
+36
| +7% | +$3.1K | 0.02% | 277 |
|
|
2024
Q1 | $40.3K | Sell |
494
-32
| -6% | -$2.61K | 0.01% | 294 |
|
|
2023
Q4 | $34.9K | Buy |
526
+81
| +18% | +$5.37K | 0.01% | 298 |
|
|
2023
Q3 | $32.5K | Buy |
445
+111
| +33% | +$8.11K | 0.01% | 291 |
|
|
2023
Q2 | $21.1K | Buy |
+334
| New | +$21.1K | 0.01% | 278 |
|