YorkBridge Wealth Partners’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-43	Closed	-$3K	–	792
2018 Q2	$3K	Hold	43	–	–	﹤0.01%	732
2018 Q1	$3K	Sell	43 -1	-2%	-$70	﹤0.01%	720
2017 Q4	$2K	Buy	44 +12	+38%	+$545	﹤0.01%	800
2017 Q3	$2K	Buy	+32	New	+$2K	﹤0.01%	780