Baystate Wealth 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 | $46.3K | Hold |
200
| – | – | ﹤0.01% | 398 |
|
|
2023
Q3 | $39.4K | Sell |
200
-27
| -12% | -$5.31K | ﹤0.01% | 377 |
|
|
2023
Q2 | $51K | Hold |
227
| – | – | ﹤0.01% | 328 |
|
|
2023
Q1 | $45.1K | Buy |
227
+27
| +14% | +$5.37K | ﹤0.01% | 347 |
|
|
2022
Q4 | $41K | Hold |
200
| – | – | ﹤0.01% | 357 |
|
|
2022
Q3 | $36K | Hold |
200
| – | – | ﹤0.01% | 349 |
|
|
2022
Q2 | $43K | Hold |
200
| – | – | ﹤0.01% | 336 |
|
|
2022
Q1 | $46K | Hold |
200
| – | – | ﹤0.01% | 335 |
|
|
2021
Q4 | $56K | Hold |
200
| – | – | 0.01% | 304 |
|
|
2021
Q3 | $48K | Hold |
200
| – | – | ﹤0.01% | 302 |
|
|
2021
Q2 | $48K | Hold |
200
| – | – | ﹤0.01% | 286 |
|
|
2021
Q1 | $39K | Hold |
200
| – | – | ﹤0.01% | 286 |
|
|
2020
Q4 | $36K | Hold |
200
| – | – | ﹤0.01% | 286 |
|
|
2020
Q3 | $32K | Hold |
200
| – | – | ﹤0.01% | 267 |
|
|
2020
Q2 | $28K | Hold |
200
| – | – | ﹤0.01% | 270 |
|
|
2020
Q1 | $22K | Hold |
200
| – | – | ﹤0.01% | 271 |
|
|
2019
Q4 | $31K | Hold |
200
| – | – | ﹤0.01% | 276 |
|
|
2019
Q3 | $30K | Hold |
200
| – | – | ﹤0.01% | 254 |
|
|
2019
Q2 | $32K | Hold |
200
| – | – | ﹤0.01% | 262 |
|
|
2019
Q1 | $27K | Buy |
+200
| New | +$27K | ﹤0.01% | 278 |
|