Bartlett & Co’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19
| Closed | -$4K | – | 1158 |
|
|
2023
Q2 | $4K | Hold |
19
| – | – | ﹤0.01% | 1010 |
|
|
2023
Q1 | $4K | Sell |
19
-32
| -63% | -$6.74K | ﹤0.01% | 925 |
|
|
2022
Q4 | $10K | Buy |
51
+32
| +168% | +$6.28K | ﹤0.01% | 825 |
|
|
2022
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 994 |
|
|
2022
Q2 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 1058 |
|
|
2021
Q4 | – | Sell |
-15
| Closed | -$4K | – | 636 |
|
|
2021
Q3 | $4K | Buy |
15
+12
| +400% | +$3.2K | ﹤0.01% | 793 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 928 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 952 |
|
|
2020
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1016 |
|