Icon Wealth Partners’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $205K | Buy |
1,042
+45
| +5% | +$8.85K | 0.02% | 282 |
|
|
2023
Q2 | $224K | Hold |
997
| – | – | 0.02% | 299 |
|
|
2023
Q1 | $198K | Buy |
+997
| New | +$198K | 0.02% | 317 |
|
|
2022
Q1 | – | Sell |
-738
| Closed | -$208K | – | 339 |
|
|
2021
Q4 | $208K | Buy |
+738
| New | +$208K | 0.02% | 311 |
|
|
2019
Q2 | – | Sell |
-50
| Closed | -$7K | – | 466 |
|
|
2019
Q1 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 720 |
|
|
2018
Q3 | – | Sell |
-43
| Closed | -$4K | – | 493 |
|
|
2018
Q2 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 773 |
|