CPA
Clear Perspective Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $521K | Hold |
1,848
| – | – | 0.16% | 96 |
|
|
2021
Q3 | $443K | Sell |
1,848
-50
| -3% | -$12K | 0.15% | 99 |
|
|
2021
Q2 | $460K | Hold |
1,898
| – | – | 0.16% | 95 |
|
|
2021
Q1 | $367K | Hold |
1,898
| – | – | 0.14% | 107 |
|
|
2020
Q4 | $340K | Hold |
1,898
| – | – | 0.14% | 107 |
|
|
2020
Q3 | $3.33K | Buy |
1,898
+30
| +2% | +$53 | 1.56% | 11 |
|
|
2020
Q2 | $265K | Buy |
+1,868
| New | +$265K | 0.14% | 107 |
|
|
2020
Q1 | – | Sell |
-1,613
| Closed | -$249K | – | 120 |
|
|
2019
Q4 | $249K | Hold |
1,613
| – | – | 0.15% | 121 |
|
|
2019
Q3 | $241K | Hold |
1,613
| – | – | 0.11% | 125 |
|
|
2019
Q2 | $260K | Sell |
1,613
-24
| -1% | -$3.87K | 0.17% | 116 |
|
|
2019
Q1 | $223K | Sell |
1,637
-611
| -27% | -$83.2K | 0.16% | 129 |
|
|
2018
Q4 | $261K | Sell |
2,248
-1,550
| -41% | -$180K | 0.22% | 110 |
|
|
2018
Q3 | $493K | Hold |
3,798
| – | – | 0.37% | 84 |
|
|
2018
Q2 | $379K | Hold |
3,798
| – | – | 0.27% | 99 |
|
|
2018
Q1 | $373K | Sell |
3,798
-98
| -3% | -$9.63K | 0.28% | 90 |
|
|
2017
Q4 | $381K | Buy |
3,896
+74
| +2% | +$7.24K | 0.29% | 88 |
|
|
2017
Q3 | $363K | Buy |
3,822
+72
| +2% | +$6.84K | 0.3% | 88 |
|
|
2017
Q2 | $336K | Hold |
3,750
| – | – | 0.28% | 88 |
|
|
2017
Q1 | $302K | Buy |
3,750
+3,300
| +733% | +$266K | 0.2% | 94 |
|
|
2016
Q4 | $34K | Buy |
+450
| New | +$34K | 0.02% | 230 |
|