Financial Architects (New Jersey)’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-187
| Closed | -$27K | – | 1195 |
|
|
2019
Q1 | $27K | Hold |
187
| – | – | ﹤0.01% | 704 |
|
|
2018
Q4 | $22K | Hold |
187
| – | – | ﹤0.01% | 697 |
|
|
2018
Q3 | $24K | Buy |
+187
| New | +$24K | ﹤0.01% | 752 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$20K | – | 1330 |
|
|
2017
Q4 | $20K | Hold |
200
| – | – | ﹤0.01% | 844 |
|
|
2017
Q3 | $19K | Sell |
200
-1,000
| -83% | -$95K | ﹤0.01% | 869 |
|
|
2017
Q2 | $107K | Hold |
1,200
| – | – | 0.02% | 427 |
|
|
2017
Q1 | $97K | Hold |
1,200
| – | – | 0.02% | 446 |
|
|
2016
Q4 | $91K | Buy |
1,200
+200
| +20% | +$15.2K | 0.02% | 423 |
|
|
2016
Q3 | $81K | Hold |
1,000
| – | – | 0.02% | 434 |
|
|
2016
Q2 | $65K | Hold |
1,000
| – | – | 0.02% | 477 |
|
|
2016
Q1 | $65K | Buy |
+1,000
| New | +$65K | 0.02% | 348 |
|