WR Wealth Planners’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-150
| Closed | -$12.3K | – | 1146 |
|
|
2024
Q3 | $12.3K | Hold |
150
| – | – | ﹤0.01% | 597 |
|
|
2024
Q2 | $12.9K | Hold |
150
| – | – | ﹤0.01% | 538 |
|
|
2024
Q1 | $12.2K | Buy |
+150
| New | +$12.2K | ﹤0.01% | 559 |
|
|
2023
Q4 | – | Sell |
-150
| Closed | -$11K | – | 484 |
|
|
2023
Q3 | $11K | Hold |
150
| – | – | ﹤0.01% | 539 |
|
|
2023
Q2 | $9.47K | Hold |
150
| – | – | ﹤0.01% | 589 |
|
|
2023
Q1 | $8.81K | Buy |
+150
| New | +$8.81K | ﹤0.01% | 585 |
|