Wakefield Asset Management’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-23	Closed	-$2K	–	199
2019 Q1	$2K	Sell	23 -5,916	-100%	-$514K	﹤0.01%	196
2018 Q4	$354K	Buy	5,939 +2,710	+84%	+$162K	0.15%	125
2018 Q3	$305K	Buy	+3,229	New	+$305K	0.12%	99