Jackson Grant Investment Advisers’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-345
| Closed | -$68.6K | – | 447 |
|
|
2023
Q1 | $68.6K | Hold |
345
| – | – | 0.03% | 164 |
|
|
2022
Q4 | $70.7K | Hold |
345
| – | – | 0.03% | 155 |
|
|
2022
Q3 | $62K | Hold |
345
| – | – | 0.03% | 157 |
|
|
2022
Q2 | $75K | Hold |
345
| – | – | 0.04% | 149 |
|
|
2022
Q1 | $80K | Hold |
345
| – | – | 0.03% | 161 |
|
|
2021
Q4 | $97K | Hold |
345
| – | – | 0.05% | 124 |
|
|
2021
Q3 | $83K | Hold |
345
| – | – | 0.04% | 162 |
|
|
2021
Q2 | $84K | Hold |
345
| – | – | 0.04% | 159 |
|
|
2021
Q1 | $67K | Hold |
345
| – | – | 0.03% | 177 |
|
|
2020
Q4 | $62K | Buy |
+345
| New | +$62K | 0.03% | 165 |
|