Atlas Private Wealth Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $747K | Buy |
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|
2023
Q4 | $683K | Hold |
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|
2023
Q3 | $580K | Sell |
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|
2023
Q2 | $686K | Sell |
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|
2023
Q1 | $661K | Hold |
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|
2022
Q4 | $681K | Buy |
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|
2022
Q3 | $595K | Sell |
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|
2022
Q2 | $743K | Hold |
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|
2022
Q1 | $792K | Hold |
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|
2021
Q4 | $966K | Sell |
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|
2021
Q3 | $844K | Sell |
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|
2021
Q2 | $927K | Buy |
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|
2021
Q1 | $739K | Hold |
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|
2020
Q4 | $685K | Sell |
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|
2020
Q3 | $665K | Hold |
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|
2020
Q2 | $599K | Hold |
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|
2020
Q1 | $455K | Hold |
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|
2019
Q4 | $652K | Buy |
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