Glassman Wealth Services’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 |
-304
| Closed | -$70.3K | – | 989 |
|
|
2023
Q4 | $70.3K | Sell |
304
-35
| -10% | -$8.1K | 0.01% | 373 |
|
|
2023
Q3 | $66.7K | Sell |
339
-3
| -0.9% | -$590 | 0.01% | 353 |
|
|
2023
Q2 | $76.9K | Buy |
342
+60
| +21% | +$13.5K | 0.01% | 313 |
|
|
2023
Q1 | $56.1K | Buy |
282
+42
| +18% | +$8.35K | 0.01% | 390 |
|
|
2022
Q4 | $49.2K | Sell |
240
-77
| -24% | -$15.8K | 0.01% | 430 |
|
|
2022
Q3 | $57K | Buy |
317
+19
| +6% | +$3.42K | 0.01% | 354 |
|
|
2022
Q2 | $65K | Buy |
298
+37
| +14% | +$8.07K | 0.01% | 337 |
|
|
2022
Q1 | $60K | Sell |
261
-16
| -6% | -$3.68K | 0.01% | 363 |
|
|
2021
Q4 | $78K | Buy |
277
+52
| +23% | +$14.6K | 0.01% | 289 |
|
|
2021
Q3 | $54K | Buy |
225
+11
| +5% | +$2.64K | 0.01% | 345 |
|
|
2021
Q2 | $52K | Buy |
214
+13
| +6% | +$3.16K | 0.01% | 343 |
|
|
2021
Q1 | $39K | Buy |
201
+19
| +10% | +$3.69K | 0.01% | 376 |
|
|
2020
Q4 | $33K | Buy |
182
+42
| +30% | +$7.62K | 0.01% | 412 |
|
|
2020
Q3 | $22K | Buy |
140
+55
| +65% | +$8.64K | 0.01% | 428 |
|
|
2020
Q2 | $12K | Buy |
85
+64
| +305% | +$9.04K | ﹤0.01% | 462 |
|
|
2020
Q1 | $2K | Sell |
21
-18
| -46% | -$1.71K | ﹤0.01% | 715 |
|
|
2019
Q4 | $6K | Sell |
39
-3
| -7% | -$462 | ﹤0.01% | 554 |
|
|
2019
Q3 | $6K | Buy |
42
+4
| +11% | +$571 | ﹤0.01% | 512 |
|
|
2019
Q2 | $6K | Buy |
38
+5
| +15% | +$789 | ﹤0.01% | 527 |
|
|
2019
Q1 | $5K | Hold |
33
| – | – | ﹤0.01% | 544 |
|
|
2018
Q4 | $4K | Hold |
33
| – | – | ﹤0.01% | 463 |
|
|
2018
Q3 | $4K | Hold |
33
| – | – | ﹤0.01% | 498 |
|
|
2018
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 500 |
|
|
2018
Q1 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 486 |
|