Accretive Wealth Partners’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-970
| Closed | -$230K | – | 128 |
|
|
2024
Q3 | $230K | Hold |
970
| – | – | 0.1% | 125 |
|
|
2024
Q2 | $205K | Hold |
970
| – | – | 0.09% | 131 |
|
|
2024
Q1 | $217K | Sell |
970
-140
| -13% | -$31.3K | 0.1% | 131 |
|
|
2023
Q4 | $257K | Hold |
1,110
| – | – | 0.12% | 122 |
|
|
2023
Q3 | $218K | Sell |
1,110
-200
| -15% | -$39.4K | 0.13% | 114 |
|
|
2023
Q2 | $294K | Hold |
1,310
| – | – | 0.17% | 103 |
|
|
2023
Q1 | $261K | Hold |
1,310
| – | – | 0.17% | 105 |
|
|
2022
Q4 | $268K | Hold |
1,310
| – | – | 0.18% | 102 |
|
|
2022
Q3 | $237K | Hold |
1,310
| – | – | 0.18% | 98 |
|
|
2022
Q2 | $284K | Hold |
1,310
| – | – | 0.21% | 98 |
|
|
2022
Q1 | $303K | Hold |
1,310
| – | – | 0.19% | 98 |
|
|
2021
Q4 | $370K | Hold |
1,310
| – | – | 0.24% | 96 |
|
|
2021
Q3 | $314K | Hold |
1,310
| – | – | 0.22% | 97 |
|
|
2021
Q2 | $317K | Buy |
+1,310
| New | +$317K | 0.23% | 95 |
|