Gideon Capital Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-3,199
| Closed | -$515K | – | 342 |
|
2019
Q2 | $515K | Buy |
+3,199
| New | +$515K | 0.18% | 173 |
|
2018
Q2 | – | Sell |
-2,155
| Closed | -$211K | – | 430 |
|
2018
Q1 | $211K | Buy |
+2,155
| New | +$211K | 0.13% | 311 |
|
2015
Q4 | – | Sell |
-6,171
| Closed | -$429K | – | 234 |
|
2015
Q3 | $429K | Buy |
+6,171
| New | +$429K | 0.25% | 131 |
|
2015
Q2 | – | Sell |
-4,567
| Closed | -$306K | – | 275 |
|
2015
Q1 | $306K | Buy |
+4,567
| New | +$306K | 0.12% | 189 |
|