Greenup Street 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 |
-11,132
| Closed | -$2.58M | – | 87 |
|
|
2023
Q4 | $2.58M | Sell |
11,132
-303
| -3% | -$70.1K | 0.72% | 31 |
|
|
2023
Q3 | $2.25M | Buy |
+11,435
| New | +$2.25M | 0.73% | 28 |
|
|
2023
Q2 | – | Sell |
-9,255
| Closed | -$1.84M | – | 100 |
|
|
2023
Q1 | $1.84M | Buy |
9,255
+1,350
| +17% | +$269K | 0.65% | 32 |
|
|
2022
Q4 | $1.62M | Sell |
7,905
-123
| -2% | -$25.2K | 0.68% | 41 |
|
|
2022
Q3 | $1.45M | Buy |
8,028
+318
| +4% | +$57.6K | 0.66% | 39 |
|
|
2022
Q2 | $1.67M | Sell |
7,710
-2,389
| -24% | -$518K | 0.79% | 34 |
|
|
2022
Q1 | $2.34M | Buy |
+10,099
| New | +$2.34M | 1.29% | 25 |
|