Jacobi Capital Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-168
| Closed | -$40K | – | 845 |
|
|
2021
Q3 | $40K | Hold |
168
| – | – | 0.01% | 711 |
|
|
2021
Q2 | $41K | Hold |
168
| – | – | 0.01% | 672 |
|
|
2021
Q1 | $32K | Hold |
168
| – | – | ﹤0.01% | 681 |
|
|
2020
Q4 | $30K | Hold |
168
| – | – | ﹤0.01% | 640 |
|
|
2020
Q3 | $26K | Hold |
168
| – | – | ﹤0.01% | 615 |
|
|
2020
Q2 | $24K | Buy |
+168
| New | +$24K | ﹤0.01% | 606 |
|