Iron Gate Global Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Buy |
2,889
+1,000
| +53% | +$135K | 0.04% | 58 |
|
|
2025
Q1 | $276K | Buy |
+1,889
| New | +$276K | 0.04% | 72 |
|
|
2019
Q3 | – | Sell |
-5,433
| Closed | -$503K | – | 75 |
|
|
2019
Q2 | $503K | Buy |
5,433
+3
| +0.1% | +$278 | 0.33% | 37 |
|
|
2019
Q1 | $498K | Sell |
5,430
-998
| -16% | -$91.5K | 0.2% | 37 |
|
|
2018
Q4 | $556K | Buy |
6,428
+3
| +0% | +$259 | 0.41% | 32 |
|
|
2018
Q3 | $611K | Buy |
6,425
+1,412
| +28% | +$134K | 0.4% | 29 |
|
|
2018
Q2 | $418K | Buy |
5,013
+1,003
| +25% | +$83.6K | 0.31% | 31 |
|
|
2018
Q1 | $326K | Sell |
4,010
-310
| -7% | -$25.2K | 0.25% | 35 |
|
|
2017
Q4 | $357K | Sell |
4,320
-2,027
| -32% | -$168K | 0.3% | 36 |
|
|
2017
Q3 | $519K | Buy |
6,347
+863
| +16% | +$70.6K | 0.48% | 29 |
|
|
2017
Q2 | $435K | Buy |
+5,484
| New | +$435K | 0.48% | 27 |
|