Crewe Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-273
| Closed | -$57.7K | – | 851 |
|
|
2024
Q2 | $57.7K | Buy |
273
+19
| +7% | +$4.02K | 0.01% | 352 |
|
|
2024
Q1 | $64.2K | Buy |
+254
| New | +$64.2K | 0.01% | 340 |
|
|
2023
Q2 | – | Sell |
-29
| Closed | -$5.77K | – | 947 |
|
|
2023
Q1 | $5.77K | Sell |
29
-23
| -44% | -$4.58K | ﹤0.01% | 618 |
|
|
2022
Q4 | $10.7K | Sell |
52
-9
| -15% | -$1.84K | ﹤0.01% | 537 |
|
|
2022
Q3 | $11K | Buy |
61
+9
| +17% | +$1.62K | ﹤0.01% | 631 |
|
|
2022
Q2 | $11K | Buy |
+52
| New | +$11K | ﹤0.01% | 566 |
|
|
2020
Q4 | – | Sell |
-30
| Closed | -$5K | – | 553 |
|
|
2020
Q3 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 354 |
|