BWA
BDO Wealth Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $16.6K | Buy |
74
+20
| +37% | +$4.5K | ﹤0.01% | 610 |
|
|
2023
Q1 | $10.7K | Hold |
54
| – | – | ﹤0.01% | 690 |
|
|
2022
Q4 | $11.1K | Buy |
+54
| New | +$11.1K | ﹤0.01% | 666 |
|
|
2022
Q3 | – | Sell |
-17
| Closed | -$4K | – | 1079 |
|
|
2022
Q2 | $4K | Hold |
17
| – | – | ﹤0.01% | 815 |
|
|
2022
Q1 | $4K | Hold |
17
| – | – | ﹤0.01% | 855 |
|
|
2021
Q4 | $5K | Hold |
17
| – | – | ﹤0.01% | 825 |
|
|
2021
Q3 | $4K | Hold |
17
| – | – | ﹤0.01% | 870 |
|
|
2021
Q2 | $4K | Hold |
17
| – | – | ﹤0.01% | 901 |
|
|
2021
Q1 | $3K | Sell |
17
-1,917
| -99% | -$338K | ﹤0.01% | 939 |
|
|
2020
Q4 | $347K | Sell |
1,934
-237
| -11% | -$42.5K | 0.05% | 177 |
|
|
2020
Q3 | $342K | Sell |
2,171
-43
| -2% | -$6.77K | 0.06% | 164 |
|
|
2020
Q2 | $314K | Hold |
2,214
| – | – | 0.06% | 169 |
|
|
2020
Q1 | $239K | Hold |
2,214
| – | – | 0.05% | 186 |
|
|
2019
Q4 | $342K | Sell |
2,214
-38
| -2% | -$5.87K | 0.09% | 135 |
|
|
2019
Q3 | $336K | Sell |
2,252
-35
| -2% | -$5.22K | 0.09% | 143 |
|
|
2019
Q2 | $368K | Buy |
+2,287
| New | +$368K | 0.1% | 126 |
|