Acorn Financial Advisory Services’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 |
-945
| Closed | -$224K | – | 211 |
|
|
2024
Q3 | $224K | Buy |
+945
| New | +$224K | 0.04% | 189 |
|
|
2024
Q2 | – | Sell |
-971
| Closed | -$246K | – | 205 |
|
|
2024
Q1 | $246K | Sell |
971
-14
| -1% | -$3.54K | 0.05% | 179 |
|
|
2023
Q4 | $228K | Sell |
985
-40
| -4% | -$9.26K | 0.04% | 228 |
|
|
2023
Q3 | $202K | Sell |
1,025
-13
| -1% | -$2.56K | 0.04% | 235 |
|
|
2023
Q2 | $233K | Hold |
1,038
| – | – | 0.04% | 223 |
|
|
2023
Q1 | $206K | Sell |
1,038
-4
| -0.4% | -$796 | 0.04% | 217 |
|
|
2022
Q4 | $213K | Buy |
+1,042
| New | +$213K | 0.05% | 207 |
|
|
2022
Q3 | – | Sell |
-1,054
| Closed | -$229K | – | 216 |
|
|
2022
Q2 | $229K | Sell |
1,054
-12
| -1% | -$2.61K | 0.05% | 196 |
|
|
2022
Q1 | $246K | Hold |
1,066
| – | – | 0.05% | 198 |
|
|
2021
Q4 | $301K | Buy |
1,066
+12
| +1% | +$3.39K | 0.06% | 182 |
|
|
2021
Q3 | $252K | Buy |
1,054
+69
| +7% | +$16.5K | 0.08% | 188 |
|
|
2021
Q2 | $239K | Buy |
+985
| New | +$239K | 0.07% | 216 |
|