Good Life Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,870
| Closed | -$443K | – | 553 |
|
|
2024
Q3 | $443K | Buy |
+1,870
| New | +$443K | 0.03% | 371 |
|
|
2024
Q2 | – | Sell |
-934
| Closed | -$236K | – | 473 |
|
|
2024
Q1 | $236K | Buy |
934
+28
| +3% | +$7.08K | 0.02% | 392 |
|
|
2023
Q4 | $210K | Buy |
+906
| New | +$210K | 0.02% | 402 |
|
|
2023
Q3 | – | Sell |
-916
| Closed | -$206K | – | 423 |
|
|
2023
Q2 | $206K | Sell |
916
-101
| -10% | -$22.7K | 0.02% | 377 |
|
|
2023
Q1 | $202K | Buy |
+1,017
| New | +$202K | 0.03% | 365 |
|
|
2022
Q1 | – | Sell |
-798
| Closed | -$225K | – | 406 |
|
|
2021
Q4 | $225K | Buy |
+798
| New | +$225K | 0.03% | 342 |
|
|
2020
Q1 | – | Sell |
-1,410
| Closed | -$219K | – | 244 |
|
|
2019
Q4 | $219K | Buy |
1,410
+37
| +3% | +$5.75K | 0.06% | 235 |
|
|
2019
Q3 | $203K | Sell |
1,373
-251
| -15% | -$37.1K | 0.06% | 239 |
|
|
2019
Q2 | $261K | Hold |
1,624
| – | – | 0.08% | 192 |
|
|
2019
Q1 | $233K | Sell |
1,624
-99
| -6% | -$14.2K | 0.07% | 203 |
|
|
2018
Q4 | $200K | Sell |
1,723
-26
| -1% | -$3.02K | 0.06% | 218 |
|
|
2018
Q3 | $226K | Buy |
+1,749
| New | +$226K | 0.07% | 217 |
|