PHYSICIAN WEALTH ADVISORS, INC. – HealthEquity, Inc. Transaction History
PHYSICIAN WEALTH ADVISORS, INC. portfolio value:
$4.44M
portfolio value
PHYSICIAN WEALTH ADVISORS, INC. quarter portfolio value change:
+9.42%
quarter
HealthEquity, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 730K | $67.17 | 65.02K | |
| Q2 2022 | share | Decrease | -0.24% | -159 shares | -410K | $61.39 | 65.02K |
| Q1 2022 | share | 0.00% | 0 shares | 1.16M | $67.44 | 65.18K | |
| Q4 2021 | share | 0.00% | 0 shares | -1.15M | $43.86 | 65.18K | |
| Q3 2021 | share | 0.00% | 0 shares | -734K | $64.76 | 65.18K | |
| Q2 2021 | share | 0.00% | 0 shares | 496K | $80.48 | 65.18K | |
| Q1 2021 | share | 0.00% | 0 shares | -728K | $68 | 65.18K | |
| Q4 2020 | share | 0.00% | 0 shares | 1.62M | $69.71 | 65.18K | |
| Q3 2020 | share | Decrease | -0.15% | -100 shares | -72K | $51.37 | 65.18K |
| Q2 2020 | share | Decrease | -0.03% | -21 shares | 340K | $58.67 | 65.28K |
| Q1 2020 | share | Decrease | -23.28% | -19.82K shares | -3.00M | $50.59 | 65.30K |
| Q4 2019 | share | 0.00% | 0 shares | 767K | $74.07 | 85.12K | |
| Q3 2019 | share | Increase | 0.00% | 85.12K shares | 5.42M | $57.15 | 85.12K |