Berman Capital Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $170K | Buy |
716
+146
| +26% | +$34.7K | 0.03% | 297 |
|
|
2021
Q2 | $137K | Buy |
570
+38
| +7% | +$9.13K | 0.02% | 306 |
|
|
2021
Q1 | $102K | Sell |
532
-29
| -5% | -$5.56K | 0.02% | 303 |
|
|
2020
Q4 | $99K | Buy |
561
+65
| +13% | +$11.5K | 0.02% | 251 |
|
|
2020
Q3 | $77K | Buy |
496
+160
| +48% | +$24.8K | 0.02% | 263 |
|
|
2020
Q2 | $46K | Sell |
336
-34
| -9% | -$4.66K | 0.01% | 339 |
|
|
2020
Q1 | $38K | Sell |
370
-27
| -7% | -$2.77K | 0.01% | 348 |
|
|
2019
Q4 | $61K | Sell |
397
-64
| -14% | -$9.83K | 0.02% | 289 |
|
|
2019
Q3 | $68K | Sell |
461
-8
| -2% | -$1.18K | 0.02% | 261 |
|
|
2019
Q2 | $75K | Buy |
469
+120
| +34% | +$19.2K | 0.02% | 247 |
|
|
2019
Q1 | $50K | Sell |
349
-50
| -13% | -$7.16K | 0.02% | 268 |
|
|
2018
Q4 | $46K | Buy |
+399
| New | +$46K | 0.02% | 260 |
|