Carroll Financial Associates’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $18K | Sell |
67
-487
| -88% | -$131K | ﹤0.01% | 1006 |
|
|
2021
Q3 | $132K | Buy |
554
+92
| +20% | +$21.9K | 0.01% | 479 |
|
|
2021
Q2 | $111K | Sell |
462
-2
| -0.4% | -$481 | 0.01% | 553 |
|
|
2021
Q1 | $89K | Buy |
464
+7
| +2% | +$1.34K | 0.01% | 595 |
|
|
2020
Q4 | $81K | Buy |
457
+135
| +42% | +$23.9K | 0.01% | 559 |
|
|
2020
Q3 | $50K | Buy |
322
+86
| +36% | +$13.4K | ﹤0.01% | 652 |
|
|
2020
Q2 | $33K | Buy |
236
+112
| +90% | +$15.7K | ﹤0.01% | 749 |
|
|
2020
Q1 | $13K | Sell |
124
-246
| -66% | -$25.8K | ﹤0.01% | 876 |
|
|
2019
Q4 | $57K | Buy |
370
+241
| +187% | +$37.1K | ﹤0.01% | 618 |
|
|
2019
Q3 | $19K | Hold |
129
| – | – | ﹤0.01% | 841 |
|
|
2019
Q2 | $20K | Buy |
+129
| New | +$20K | ﹤0.01% | 829 |
|
|
2019
Q1 | – | Sell |
-32
| Closed | -$3K | – | 1422 |
|
|
2018
Q4 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 1128 |
|
|
2015
Q2 | – | Sell |
-150
| Closed | -$10K | – | 1100 |
|
|
2015
Q1 | $10K | Buy |
+150
| New | +$10K | ﹤0.01% | 518 |
|