Cassady Schiller 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	$786	Buy	+4	New	+$786	﹤0.01%	848
2022 Q1	–	Sell	-5	Closed	-$1K	–	343
2021 Q4	$1K	Buy	+5	New	+$1K	﹤0.01%	465