Cetera Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.13M | Buy |
4,464
+985
| +28% | +$249K | 0.01% | 1099 |
|
|
2023
Q4 | $805K | Buy |
3,479
+823
| +31% | +$190K | 0.01% | 867 |
|
|
2023
Q3 | $523K | Buy |
2,656
+36
| +1% | +$7.08K | 0.01% | 1041 |
|
|
2023
Q2 | $589K | Sell |
2,620
-435
| -14% | -$97.8K | 0.01% | 962 |
|
|
2023
Q1 | $608K | Sell |
3,055
-89
| -3% | -$17.7K | 0.01% | 925 |
|
|
2022
Q4 | $644K | Buy |
+3,144
| New | +$644K | 0.01% | 850 |
|
|
2020
Q3 | – | Sell |
-1,716
| Closed | -$243K | – | 969 |
|
|
2020
Q2 | $243K | Buy |
+1,716
| New | +$243K | 0.01% | 771 |
|
|
2020
Q1 | – | Sell |
-1,337
| Closed | -$202K | – | 884 |
|
|
2019
Q4 | $202K | Sell |
1,337
-7
| -0.5% | -$1.06K | 0.01% | 857 |
|
|
2019
Q3 | $201K | Sell |
1,344
-13
| -1% | -$1.94K | 0.01% | 827 |
|
|
2019
Q2 | $216K | Buy |
+1,357
| New | +$216K | 0.01% | 832 |
|