Disciplined Investments’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13
| Closed | -$2.92K | – | 806 |
|
|
2023
Q2 | $2.92K | Sell |
13
-3
| -19% | -$674 | ﹤0.01% | 527 |
|
|
2023
Q1 | $3.18K | Buy |
16
+4
| +33% | +$796 | ﹤0.01% | 512 |
|
|
2022
Q4 | $2.46K | Sell |
12
-4
| -25% | -$820 | ﹤0.01% | 555 |
|
|
2022
Q3 | $3K | Buy |
16
+3
| +23% | +$563 | ﹤0.01% | 525 |
|
|
2022
Q2 | $3K | Hold |
13
| – | – | ﹤0.01% | 549 |
|
|
2022
Q1 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 581 |
|
|
2020
Q2 | – | Sell |
-184
| Closed | -$20K | – | 422 |
|
|
2020
Q1 | $20K | Buy |
184
+163
| +776% | +$17.7K | 0.02% | 215 |
|
|
2019
Q4 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 359 |
|