Focused Wealth Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-186
| Closed | -$43K | – | 522 |
|
|
2023
Q4 | $43K | Hold |
186
| – | – | 0.01% | 323 |
|
|
2023
Q3 | $36.6K | Hold |
186
| – | – | 0.01% | 333 |
|
|
2023
Q2 | $41.8K | Hold |
186
| – | – | 0.01% | 330 |
|
|
2023
Q1 | $37K | Hold |
186
| – | – | 0.01% | 354 |
|
|
2022
Q4 | $38.1K | Hold |
186
| – | – | 0.01% | 337 |
|
|
2022
Q3 | $34K | Hold |
186
| – | – | 0.01% | 325 |
|
|
2022
Q2 | $40K | Hold |
186
| – | – | 0.01% | 311 |
|
|
2022
Q1 | $43K | Hold |
186
| – | – | 0.01% | 321 |
|
|
2021
Q4 | $52K | Hold |
186
| – | – | 0.01% | 356 |
|
|
2021
Q3 | $45K | Hold |
186
| – | – | 0.01% | 387 |
|
|
2021
Q2 | $45K | Hold |
186
| – | – | 0.01% | 390 |
|
|
2021
Q1 | $36K | Buy |
186
+97
| +109% | +$18.8K | 0.01% | 413 |
|
|
2020
Q4 | $16K | Sell |
89
-32
| -26% | -$5.75K | ﹤0.01% | 472 |
|
|
2020
Q3 | $19K | Hold |
121
| – | – | ﹤0.01% | 419 |
|
|
2020
Q2 | $17K | Buy |
+121
| New | +$17K | ﹤0.01% | 419 |
|
|
2019
Q3 | – | Sell |
-600
| Closed | -$97K | – | 706 |
|
|
2019
Q2 | $97K | Buy |
+600
| New | +$97K | 0.03% | 243 |
|
|
2018
Q1 | – | Sell |
-1,700
| Closed | -$166K | – | 699 |
|
|
2017
Q4 | $166K | Buy |
+1,700
| New | +$166K | 0.05% | 178 |
|