Cahaba Wealth Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-871
| Closed | -$206K | – | 147 |
|
|
2024
Q3 | $206K | Buy |
+871
| New | +$206K | 0.02% | 141 |
|
|
2024
Q2 | – | Sell |
-906
| Closed | -$229K | – | 154 |
|
|
2024
Q1 | $229K | Sell |
906
-125
| -12% | -$31.6K | 0.02% | 138 |
|
|
2023
Q4 | $239K | Sell |
1,031
-90
| -8% | -$20.8K | 0.02% | 128 |
|
|
2023
Q3 | $221K | Sell |
1,121
-11
| -1% | -$2.16K | 0.02% | 135 |
|
|
2023
Q2 | $254K | Sell |
1,132
-130
| -10% | -$29.2K | 0.03% | 122 |
|
|
2023
Q1 | $251K | Sell |
1,262
-55
| -4% | -$10.9K | 0.03% | 121 |
|
|
2022
Q4 | $270K | Buy |
1,317
+15
| +1% | +$3.07K | 0.03% | 113 |
|
|
2022
Q3 | $235K | Buy |
1,302
+117
| +10% | +$21.1K | 0.03% | 113 |
|
|
2022
Q2 | $257K | Sell |
1,185
-256
| -18% | -$55.5K | 0.04% | 116 |
|
|
2022
Q1 | $314K | Sell |
1,441
-34
| -2% | -$7.41K | 0.04% | 109 |
|
|
2021
Q4 | $416K | Sell |
1,475
-15
| -1% | -$4.23K | 0.06% | 99 |
|
|
2021
Q3 | $356K | Buy |
+1,490
| New | +$356K | 0.05% | 100 |
|