APWM
Atlas Private Wealth Management’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $747K | Buy |
2,952
+2
| +0.1% | +$506 | 0.31% | 81 |
|
|
2023
Q4 | $683K | Hold |
2,950
| – | – | 0.32% | 83 |
|
|
2023
Q3 | $580K | Sell |
2,950
-100
| -3% | -$19.7K | 0.31% | 84 |
|
|
2023
Q2 | $686K | Sell |
3,050
-275
| -8% | -$61.8K | 0.36% | 81 |
|
|
2023
Q1 | $661K | Hold |
3,325
| – | – | 0.4% | 80 |
|
|
2022
Q4 | $681K | Buy |
3,325
+40
| +1% | +$8.2K | 0.31% | 73 |
|
|
2022
Q3 | $595K | Sell |
3,285
-140
| -4% | -$25.4K | 0.43% | 71 |
|
|
2022
Q2 | $743K | Hold |
3,425
| – | – | 0.51% | 65 |
|
|
2022
Q1 | $792K | Hold |
3,425
| – | – | 0.46% | 71 |
|
|
2021
Q4 | $966K | Sell |
3,425
-100
| -3% | -$28.2K | 0.54% | 61 |
|
|
2021
Q3 | $844K | Sell |
3,525
-302
| -8% | -$72.3K | 0.52% | 62 |
|
|
2021
Q2 | $927K | Buy |
3,827
+2
| +0.1% | +$484 | 0.57% | 55 |
|
|
2021
Q1 | $739K | Hold |
3,825
| – | – | 0.47% | 60 |
|
|
2020
Q4 | $685K | Sell |
3,825
-395
| -9% | -$70.7K | 0.49% | 56 |
|
|
2020
Q3 | $665K | Hold |
4,220
| – | – | 0.52% | 53 |
|
|
2020
Q2 | $599K | Hold |
4,220
| – | – | 0.48% | 59 |
|
|
2020
Q1 | $455K | Hold |
4,220
| – | – | 0.42% | 69 |
|
|
2019
Q4 | $652K | Buy |
+4,220
| New | +$652K | 0.5% | 59 |
|