FinTrust Capital Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-1,027
| Closed | -$111K | – | 1096 |
|
2020
Q1 | $111K | Sell |
1,027
-2,000
| -66% | -$216K | 0.05% | 279 |
|
2019
Q4 | $468K | Buy |
3,027
+27
| +0.9% | +$4.17K | 0.19% | 110 |
|
2019
Q3 | $448K | Buy |
+3,000
| New | +$448K | 0.15% | 114 |
|
2019
Q2 | – | Sell |
-57
| Closed | -$8K | – | 1142 |
|
2019
Q1 | $8K | Hold |
57
| – | – | ﹤0.01% | 821 |
|
2018
Q4 | $7K | Buy |
+57
| New | +$7K | ﹤0.01% | 845 |
|