Iron Gate Global Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,723
| Closed | -$1.57M | – | 91 |
|
|
2025
Q1 | $1.57M | Sell |
17,723
-6,165
| -26% | -$545K | 0.22% | 30 |
|
|
2024
Q4 | $2.29M | Sell |
23,888
-1,330
| -5% | -$128K | 0.32% | 28 |
|
|
2024
Q3 | $2.06M | Sell |
25,218
-1,702
| -6% | -$139K | 0.32% | 29 |
|
|
2024
Q2 | $2.32M | Sell |
26,920
-4,519
| -14% | -$390K | 0.38% | 23 |
|
|
2024
Q1 | $2.53M | Sell |
31,439
-8,021
| -20% | -$646K | 0.45% | 23 |
|
|
2023
Q4 | $2.62M | Sell |
39,460
-3,359
| -8% | -$223K | 0.52% | 21 |
|
|
2023
Q3 | $3.18M | Sell |
42,819
-7,075
| -14% | -$526K | 0.72% | 18 |
|
|
2023
Q2 | $3.15M | Sell |
49,894
-4,509
| -8% | -$285K | 0.68% | 19 |
|
|
2023
Q1 | $3.19M | Sell |
54,403
-9,810
| -15% | -$576K | 0.79% | 19 |
|
|
2022
Q4 | $3.96M | Sell |
64,213
-86,727
| -57% | -$5.35M | 1.08% | 18 |
|
|
2022
Q3 | $10.1M | Sell |
150,940
-7,004
| -4% | -$470K | 2.84% | 12 |
|
|
2022
Q2 | $9.69M | Sell |
157,944
-1,578
| -1% | -$96.8K | 2.67% | 12 |
|
|
2022
Q1 | $10.8M | Sell |
159,522
-917
| -0.6% | -$61.8K | 2.46% | 12 |
|
|
2021
Q4 | $7.56M | Buy |
160,439
+45,611
| +40% | +$2.15M | 1.77% | 15 |
|
|
2021
Q3 | $7.5M | Buy |
114,828
+9,736
| +9% | +$636K | 2.03% | 14 |
|
|
2021
Q2 | $8.46M | Sell |
105,092
-68,148
| -39% | -$5.48M | 2.38% | 15 |
|
|
2021
Q1 | $11.8M | Sell |
173,240
-2,632
| -1% | -$179K | 3.76% | 10 |
|
|
2020
Q4 | $12.3M | Buy |
175,872
+869
| +0.5% | +$60.6K | 4.52% | 9 |
|
|
2020
Q3 | $8.99M | Buy |
175,003
+7,908
| +5% | +$406K | 3.79% | 9 |
|
|
2020
Q2 | $9.81M | Buy |
167,095
+49,175
| +42% | +$2.89M | 4.76% | 9 |
|
|
2020
Q1 | $5.97M | Buy |
117,920
+34,539
| +41% | +$1.75M | 4.05% | 9 |
|
|
2019
Q4 | $6.18M | Sell |
83,381
-4,850
| -5% | -$359K | 3.53% | 10 |
|
|
2019
Q3 | $5.04M | Hold |
88,231
| – | – | 3.06% | 9 |
|
|
2019
Q2 | $5.77M | Buy |
88,231
+786
| +0.9% | +$51.4K | 3.84% | 8 |
|
|
2019
Q1 | $6.47M | Hold |
87,445
| – | – | 2.59% | 8 |
|
|
2018
Q4 | $5.22M | Sell |
87,445
-181
| -0.2% | -$10.8K | 3.87% | 9 |
|
|
2018
Q3 | $7.4M | Sell |
87,626
-112,813
| -56% | -$9.52M | 4.82% | 8 |
|
|
2018
Q2 | $15.1M | Sell |
200,439
-1,953
| -1% | -$147K | 11.03% | 2 |
|
|
2018
Q1 | $12.3M | Hold |
202,392
| – | – | 9.3% | 3 |
|
|
2017
Q4 | $9.44M | Sell |
202,392
-34,847
| -15% | -$1.63M | 7.99% | 3 |
|
|
2017
Q3 | $12M | Buy |
237,239
+4,493
| +2% | +$227K | 11.21% | 2 |
|
|
2017
Q2 | $11.6M | Buy |
+232,746
| New | +$11.6M | 12.8% | 2 |
|