Avantax Planning Partners’s IQVIA IQV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,158	Closed	-$293K	–	485
2024 Q1	$293K	Buy	+1,158	New	+$293K	0.01%	365
2018 Q2	–	Sell	-53	Closed	-$5K	–	825
2018 Q1	$5K	Buy	+53	New	+$5K	﹤0.01%	1322