Evoke Wealth’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
+1,859
| New | +$293K | 0.01% | 449 |
|
|
2022
Q4 | – | Sell |
-115
| Closed | -$21K | – | 746 |
|
|
2022
Q3 | $21K | Buy |
115
+6
| +6% | +$1.1K | ﹤0.01% | 638 |
|
|
2022
Q2 | $24K | Sell |
109
-6
| -5% | -$1.32K | ﹤0.01% | 623 |
|
|
2022
Q1 | $27K | Buy |
115
+23
| +25% | +$5.4K | ﹤0.01% | 603 |
|
|
2021
Q4 | $26K | Hold |
92
| – | – | ﹤0.01% | 638 |
|
|
2021
Q3 | $22K | Hold |
92
| – | – | ﹤0.01% | 623 |
|
|
2021
Q2 | $22K | Sell |
92
-3
| -3% | -$717 | ﹤0.01% | 638 |
|
|
2021
Q1 | $18K | Hold |
95
| – | – | ﹤0.01% | 605 |
|
|
2020
Q4 | $17K | Hold |
95
| – | – | ﹤0.01% | 516 |
|
|
2020
Q3 | $15K | Buy |
95
+65
| +217% | +$10.3K | ﹤0.01% | 513 |
|
|
2020
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 730 |
|
|
2020
Q1 | $3.24K | Sell |
30
-13
| -30% | -$1.4K | ﹤0.01% | 712 |
|
|
2019
Q4 | $6.64K | Sell |
43
-20
| -32% | -$3.09K | ﹤0.01% | 851 |
|
|
2019
Q3 | $9.41K | Buy |
+63
| New | +$9.41K | ﹤0.01% | 837 |
|