Central Valley Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,871
| Closed | -$1.35M | – | 139 |
|
|
2024
Q4 | $1.35M | Buy |
6,871
+751
| +12% | +$148K | 0.61% | 45 |
|
|
2024
Q3 | $1.45M | Buy |
6,120
+180
| +3% | +$42.7K | 0.82% | 37 |
|
|
2024
Q2 | $1.78M | Buy |
5,940
+328
| +6% | +$98.3K | 0.76% | 35 |
|
|
2024
Q1 | $1.42M | Buy |
5,612
+488
| +10% | +$123K | 0.73% | 40 |
|
|
2023
Q4 | $1.19M | Buy |
+5,124
| New | +$1.19M | 0.7% | 45 |
|