Baker Avenue Asset Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-355
| Closed | -$69.8K | – | 891 |
|
|
2023
Q3 | $69.8K | Buy |
355
+331
| +1,379% | +$65.1K | ﹤0.01% | 478 |
|
|
2023
Q2 | $5.39K | Buy |
24
+10
| +71% | +$2.25K | ﹤0.01% | 832 |
|
|
2023
Q1 | $2.78K | Sell |
14
-4
| -22% | -$795 | ﹤0.01% | 927 |
|
|
2022
Q4 | $3.69K | Buy |
+18
| New | +$3.69K | ﹤0.01% | 850 |
|
|
2022
Q3 | – | Sell |
-1,028
| Closed | -$223K | – | 346 |
|
|
2022
Q2 | $223K | Buy |
1,028
+20
| +2% | +$4.34K | 0.01% | 287 |
|
|
2022
Q1 | $233K | Sell |
1,008
-21
| -2% | -$4.85K | 0.01% | 277 |
|
|
2021
Q4 | $290K | Buy |
+1,029
| New | +$290K | 0.01% | 267 |
|