Invera Wealth Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.48M | Sell |
14,052
-46
| -0.3% | -$8.11K | 2.91% | 13 |
|
|
2024
Q4 | $2.9M | Buy |
14,098
+102
| +0.7% | +$21K | 2.88% | 14 |
|
|
2024
Q3 | $3.05M | Sell |
13,996
-510
| -4% | -$111K | 3.03% | 14 |
|
|
2024
Q2 | $3.18M | Buy |
14,506
+46
| +0.3% | +$10.1K | 3.26% | 14 |
|
|
2024
Q1 | $3.28M | Sell |
14,460
-18
| -0.1% | -$4.09K | 2.79% | 16 |
|
|
2023
Q4 | $3.35M | Buy |
+14,478
| New | +$3.35M | 2.1% | 20 |
|