Financial Gravity Asset Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | -$41 | – | 1990 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1842 |
|
|
2023
Q2 | – | Sell |
-199
| Closed | -$1.99K | – | 1726 |
|
|
2023
Q1 | $1.99K | Buy |
+199
| New | +$1.99K | 0.06% | 308 |
|
|
2022
Q2 | – | Sell |
-4,158
| Closed | -$2.55K | – | 786 |
|
|
2022
Q1 | $2.55K | Sell |
4,158
-2,093
| -33% | -$1.28K | 0.07% | 248 |
|
|
2021
Q4 | $3.22K | Buy |
6,251
+6,192
| +10,495% | +$3.19K | 0.07% | 270 |
|
|
2021
Q3 | $251K | Sell |
59
-40
| -40% | -$170K | 0.12% | 144 |
|
|
2021
Q2 | $24K | Hold |
99
| – | – | 0.01% | 775 |
|
|
2021
Q1 | $19 | Sell |
99
-67
| -40% | -$13 | ﹤0.01% | 671 |
|
|
2020
Q4 | $29K | Buy |
+166
| New | +$29K | 0.03% | 109 |
|
|
2020
Q2 | – | Sell |
-768
| Closed | -$83 | – | 444 |
|
|
2020
Q1 | $83 | Sell |
768
-167
| -18% | -$18 | ﹤0.01% | 911 |
|
|
2019
Q4 | $144K | Sell |
935
-332
| -26% | -$51.1K | 0.1% | 197 |
|
|
2019
Q3 | $189K | Sell |
1,267
-589
| -32% | -$87.9K | 0.16% | 121 |
|
|
2019
Q2 | $299K | Buy |
1,856
+1,384
| +293% | +$223K | 0.25% | 95 |
|
|
2019
Q1 | $68K | Buy |
+472
| New | +$68K | 0.06% | 253 |
|
|
2018
Q3 | $49K | Buy |
402
+12
| +3% | +$1.46K | 0.05% | 330 |
|
|
2018
Q2 | $47K | Buy |
+390
| New | +$47K | 0.04% | 343 |
|