Evolution Wealth Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-54
| Closed | -$13K | – | 387 |
|
|
2021
Q3 | $13K | Sell |
54
-87
| -62% | -$20.9K | ﹤0.01% | 369 |
|
|
2021
Q2 | $34K | Sell |
141
-111
| -44% | -$26.8K | 0.01% | 241 |
|
|
2021
Q1 | $49K | Buy |
252
+1
| +0.4% | +$194 | 0.01% | 201 |
|
|
2020
Q4 | $45K | Sell |
251
-487
| -66% | -$87.3K | 0.01% | 183 |
|
|
2020
Q3 | $116K | Buy |
738
+533
| +260% | +$83.8K | 0.03% | 131 |
|
|
2020
Q2 | $29K | Hold |
205
| – | – | 0.01% | 178 |
|
|
2020
Q1 | $22K | Sell |
205
-17
| -8% | -$1.82K | 0.01% | 147 |
|
|
2019
Q4 | $34K | Buy |
222
+167
| +304% | +$25.6K | 0.01% | 182 |
|
|
2019
Q3 | $8K | Buy |
55
+12
| +28% | +$1.75K | ﹤0.01% | 212 |
|
|
2019
Q2 | $7K | Buy |
+43
| New | +$7K | ﹤0.01% | 210 |
|