Fin Trust Capital Advisors, LLC Healthequity, Inc. Transaction History

Fin Trust Capital Advisors, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$57.65 - $78.5 $10,665 - $14,522	-185 Reduced 75.2%	61 $3,000
Q3 2022 Oct 20, 2022	BUY	$56.95 - $73.5 $569 - $735	10 Added 4.24%	246 $18,000
Q2 2022 Jul 26, 2022	BUY	$54.14 - $71.62 $433 - $572	8 Added 3.51%	236 $13,000
Q1 2022 May 03, 2022	BUY	$45.4 - $67.44 $8,353 - $12,408	184 Added 418.18%	228 $15,000
Q4 2021 Feb 14, 2022	SELL	$39.52 - $69.52 $6,520 - $11,470	-165 Reduced 78.95%	44 $2,000
Q2 2021 Aug 16, 2021	BUY	$66.24 - $84.6 $2,185 - $2,791	33 Added 18.75%	209 $17,000
Q4 2020 Feb 16, 2021	SELL	$51.41 - $74.4 $1,028 - $1,488	-20 Reduced 10.2%	176 $12,000
Q3 2020 Nov 10, 2020	BUY	$46.15 - $61.64 $7,199 - $9,615	156 Added 390.0%	196 $10,000
Q2 2020 Sep 11, 2020	BUY	$41.09 - $67.57 $1,643 - $2,702	40 New	40 $2,000
Q2 2020 Aug 14, 2020	SELL	$41.09 - $67.57 $2,136 - $3,513	-52 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$51.99 - $76.5 $415 - $612	8 Added 18.18%	52 $4,000
Q3 2019 Oct 29, 2019	BUY	$55.4 - $81.98 $1,329 - $1,967	24 Added 120.0%	44 $3,000
Q2 2019 Aug 01, 2019	SELL	$62.18 - $78.3 $310 - $391	-5 Reduced 20.0%	20 $1,000
Q1 2019 May 09, 2019	SELL	$52.86 - $84.51 $211 - $338	-4 Reduced 13.79%	25 $2,000
Q4 2018 Feb 11, 2019	BUY	$54.39 - $100.44 $1,577 - $2,912	29 New	29 $2,000

436

81.8M

205K

101K

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $7.7B
Description
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness ...

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