Guardian Capital’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,066
| Closed | -$603K | – | 156 |
|
|
2023
Q3 | $603K | Sell |
3,066
-59
| -2% | -$11.6K | 0.02% | 135 |
|
|
2023
Q2 | $702K | Sell |
3,125
-99
| -3% | -$22.3K | 0.02% | 139 |
|
|
2023
Q1 | $641K | Sell |
3,224
-377
| -10% | -$75K | 0.02% | 139 |
|
|
2022
Q4 | $738K | Sell |
3,601
-118
| -3% | -$24.2K | 0.02% | 133 |
|
|
2022
Q3 | $674K | Sell |
3,719
-38
| -1% | -$6.89K | 0.02% | 137 |
|
|
2022
Q2 | $815K | Buy |
3,757
+1,062
| +39% | +$230K | 0.02% | 134 |
|
|
2022
Q1 | $623K | Buy |
2,695
+114
| +4% | +$26.4K | 0.01% | 153 |
|
|
2021
Q4 | $728K | Buy |
2,581
+32
| +1% | +$9.03K | 0.01% | 150 |
|
|
2021
Q3 | $611K | Buy |
2,549
+14
| +0.6% | +$3.36K | 0.01% | 153 |
|
|
2021
Q2 | $614K | Sell |
2,535
-169
| -6% | -$40.9K | 0.01% | 157 |
|
|
2021
Q1 | $522K | Buy |
+2,704
| New | +$522K | 0.01% | 159 |
|