Barnes Pettey Financial Advisors’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 |
-966
| Closed | -$229K | – | 102 |
|
|
2024
Q3 | $229K | Sell |
966
-82
| -8% | -$19.4K | 0.18% | 91 |
|
|
2024
Q2 | $222K | Hold |
1,048
| – | – | 0.19% | 87 |
|
|
2024
Q1 | $265K | Hold |
1,048
| – | – | 0.23% | 76 |
|
|
2023
Q4 | $242K | Hold |
1,048
| – | – | 0.2% | 85 |
|
|
2023
Q3 | $206K | Hold |
1,048
| – | – | 0.19% | 90 |
|
|
2023
Q2 | $236K | Hold |
1,048
| – | – | 0.2% | 88 |
|
|
2023
Q1 | $208K | Sell |
1,048
-22
| -2% | -$4.38K | 0.2% | 96 |
|
|
2022
Q4 | $219K | Buy |
+1,070
| New | +$219K | 0.23% | 93 |
|