Beacon Pointe Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-924
| Closed | -$219K | – | 1224 |
|
|
2024
Q3 | $219K | Sell |
924
-44
| -5% | -$10.4K | ﹤0.01% | 1117 |
|
|
2024
Q2 | $205K | Sell |
968
-914
| -49% | -$193K | ﹤0.01% | 1173 |
|
|
2024
Q1 | $476K | Buy |
1,882
+993
| +112% | +$251K | 0.01% | 925 |
|
|
2023
Q4 | $206K | Sell |
889
-1,399
| -61% | -$324K | ﹤0.01% | 1200 |
|
|
2023
Q3 | $450K | Buy |
2,288
+1,107
| +94% | +$218K | 0.01% | 911 |
|
|
2023
Q2 | $265K | Sell |
1,181
-138
| -10% | -$31K | ﹤0.01% | 910 |
|
|
2023
Q1 | $262K | Buy |
1,319
+245
| +23% | +$48.7K | ﹤0.01% | 980 |
|
|
2022
Q4 | $220K | Buy |
+1,074
| New | +$220K | ﹤0.01% | 965 |
|
|
2022
Q3 | – | Sell |
-1,040
| Closed | -$227K | – | 1032 |
|
|
2022
Q2 | $227K | Sell |
1,040
-568
| -35% | -$124K | ﹤0.01% | 931 |
|
|
2022
Q1 | $372K | Buy |
1,608
+468
| +41% | +$108K | 0.01% | 902 |
|
|
2021
Q4 | $322K | Sell |
1,140
-16
| -1% | -$4.52K | 0.01% | 706 |
|
|
2021
Q3 | $277K | Sell |
1,156
-15
| -1% | -$3.59K | 0.01% | 735 |
|
|
2021
Q2 | $284K | Buy |
+1,171
| New | +$284K | 0.01% | 674 |
|
|
2020
Q1 | – | Sell |
-1,800
| Closed | -$278K | – | 303 |
|
|
2019
Q4 | $278K | Hold |
1,800
| – | – | 0.09% | 177 |
|
|
2019
Q3 | $269K | Hold |
1,800
| – | – | 0.12% | 142 |
|
|
2019
Q2 | $290K | Hold |
1,800
| – | – | 0.11% | 161 |
|
|
2019
Q1 | $259K | Hold |
1,800
| – | – | 0.1% | 155 |
|
|
2018
Q4 | $209K | Buy |
+1,800
| New | +$209K | 0.13% | 152 |
|