Tci Wealth Advisors, Inc. Healthequity, Inc. Transaction History

Tci Wealth Advisors, Inc.

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	SELL	$52.44 - $67.41 $2,150 - $2,763	-41 Reduced 14.04%	251 $14,000
Q4 2022 Feb 06, 2023	SELL	$57.65 - $78.5 $57 - $78	-1 Reduced 0.34%	292 $17,000
Q3 2022 Nov 08, 2022	BUY	$56.95 - $73.5 $227 - $294	4 Added 1.38%	293 $20,000
Q2 2022 Jul 19, 2022	BUY	$54.14 - $71.62 $2,165 - $2,864	40 Added 16.06%	289 $18,000
Q1 2022 Apr 29, 2022	BUY	$45.4 - $67.44 $317 - $472	7 Added 2.89%	249 $17,000
Q4 2021 Jan 24, 2022	BUY	$39.52 - $69.52 $1,383 - $2,433	35 Added 16.91%	242 $11,000
Q3 2021 Oct 29, 2021	BUY	$61.14 - $82.65 $4,096 - $5,537	67 Added 47.86%	207 $13,000
Q2 2021 Aug 02, 2021	BUY	$66.24 - $84.6 $1,324 - $1,692	20 Added 16.67%	140 $11,000
Q1 2021 Apr 29, 2021	BUY	$67.0 - $91.01 $4,422 - $6,006	66 Added 122.22%	120 $8,000
Q1 2020 Apr 14, 2020	SELL	$40.54 - $87.73 $283 - $614	-7 Reduced 11.48%	54 $3,000
Q4 2019 Jan 27, 2020	SELL	$51.99 - $76.5 $8,318 - $12,240	-160 Reduced 72.4%	61 $5,000
Q2 2019 Jul 23, 2019	BUY	$62.18 - $78.3 $9,948 - $12,528	160 Added 262.3%	221 $14,000
Q4 2018 Jan 17, 2019	SELL	$54.39 - $100.44 $380 - $703	-7 Reduced 10.29%	61 $4,000
Q3 2018 Nov 02, 2018	SELL	$74.12 - $97.32 $1,111 - $1,459	-15 Reduced 18.07%	68 $6,000
Q2 2018 Jul 27, 2018	BUY	$60.39 - $81.76 $1,328 - $1,798	22 Added 36.07%	83 $6,000
Q4 2017 Feb 01, 2018	BUY	$43.69 - $53.96 $305 - $377	7 Added 12.96%	61 $3,000
Q2 2017 Aug 10, 2017	BUY	N/A	54	54 $3,000

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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