CarsonAllaria 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
-3
Closed -$711 378
2024
Q3
$711 Hold
3
﹤0.01% 372
2024
Q2
$634 Hold
3
﹤0.01% 357
2024
Q1
$759 Hold
3
﹤0.01% 372
2023
Q4
$694 Hold
3
﹤0.01% 338
2023
Q3
$590 Hold
3
﹤0.01% 346
2023
Q2
$674 Hold
3
﹤0.01% 369
2023
Q1
$597 Hold
3
﹤0.01% 353
2022
Q4
$1K Hold
3
﹤0.01% 318
2022
Q3
$1K Hold
3
﹤0.01% 313
2022
Q2
$1K Hold
3
﹤0.01% 308
2022
Q1
$1K Hold
3
﹤0.01% 318
2021
Q4
$1K Buy
+3
New +$1K ﹤0.01% 342