Capital Planning’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	-1,006	Closed	-$238K	–	94
2024 Q3	$238K	Buy	1,006 +6	+0.6%	+$1.42K	0.07%	80
2024 Q2	$211K	Hold	1,000	–	–	0.06%	80
2024 Q1	$253K	Buy	+1,000	New	+$253K	0.08%	76