Clearstead Trust’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.8K | Sell |
221
-67
| -23% | -$10.6K | 0.01% | 347 |
|
|
2025
Q1 | $50.8K | Sell |
288
-72
| -20% | -$12.7K | 0.01% | 273 |
|
|
2024
Q4 | $70.7K | Hold |
360
| – | – | 0.02% | 232 |
|
|
2024
Q3 | $85.3K | Hold |
360
| – | – | 0.02% | 201 |
|
|
2024
Q2 | $76.1K | Buy |
360
+72
| +25% | +$15.2K | 0.02% | 209 |
|
|
2024
Q1 | $72.8K | Buy |
288
+220
| +324% | +$55.6K | 0.02% | 209 |
|
|
2023
Q4 | $15.7K | Hold |
68
| – | – | ﹤0.01% | 310 |
|
|
2023
Q3 | $13.4K | Buy |
+68
| New | +$13.4K | ﹤0.01% | 325 |
|