GPWA
Great Point Wealth Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,322
| Closed | -$260K | – | 63 |
|
|
2023
Q3 | $260K | Buy |
1,322
+1
| +0.1% | +$197 | 0.08% | 55 |
|
|
2023
Q2 | $297K | Buy |
1,321
+10
| +0.8% | +$2.25K | 0.09% | 54 |
|
|
2023
Q1 | $261K | Hold |
1,311
| – | – | 0.08% | 53 |
|
|
2022
Q4 | $269K | Buy |
1,311
+7
| +0.5% | +$1.43K | 0.09% | 53 |
|
|
2022
Q3 | $236K | Hold |
1,304
| – | – | 0.09% | 59 |
|
|
2022
Q2 | $283K | Hold |
1,304
| – | – | 0.1% | 56 |
|
|
2022
Q1 | $301K | Hold |
1,304
| – | – | 0.09% | 51 |
|
|
2021
Q4 | $368K | Buy |
+1,304
| New | +$368K | 0.11% | 47 |
|
|
2021
Q3 | – | Sell |
-834
| Closed | -$202K | – | 51 |
|
|
2021
Q2 | $202K | Buy |
+834
| New | +$202K | 0.07% | 53 |
|