Financial Synergies Wealth Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9
| Closed | -$2.28K | – | 250 |
|
|
2024
Q1 | $2.28K | Buy |
9
+1
| +13% | +$253 | ﹤0.01% | 309 |
|
|
2023
Q4 | $1.64K | Buy |
8
+1
| +14% | +$205 | ﹤0.01% | 266 |
|
|
2023
Q3 | $1.38K | Hold |
7
| – | – | ﹤0.01% | 341 |
|
|
2023
Q2 | $1.57K | Sell |
7
-1
| -13% | -$225 | ﹤0.01% | 316 |
|
|
2023
Q1 | $1.59K | Hold |
8
| – | – | ﹤0.01% | 317 |
|
|
2022
Q4 | $1.64K | Buy |
8
+3
| +60% | +$615 | ﹤0.01% | 266 |
|
|
2022
Q3 | $906 | Sell |
5
-3
| -38% | -$544 | ﹤0.01% | 309 |
|
|
2022
Q2 | $1.74K | Buy |
+8
| New | +$1.74K | ﹤0.01% | 253 |
|