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Williamson Legacy Group’s HealthEquity HQY Stock Holding History

Williamson Legacy Group’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,485
Closed -$1.02M – 101
2024
Q1 		$1.02M Buy
12,485
+196
+2% +$16K 0.79% 38
2023
Q4 		$815K Buy
+12,289
New +$815K 0.76% 43