Kestra Private Wealth Services’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,183
| Closed | -$280K | – | 1453 |
|
|
2024
Q3 | $280K | Sell |
1,183
-404
| -25% | -$95.7K | 0.01% | 1107 |
|
|
2024
Q2 | $336K | Buy |
1,587
+60
| +4% | +$12.7K | 0.01% | 993 |
|
|
2024
Q1 | $386K | Buy |
1,527
+51
| +3% | +$12.9K | 0.01% | 909 |
|
|
2023
Q4 | $342K | Sell |
1,476
-4
| -0.3% | -$926 | 0.01% | 892 |
|
|
2023
Q3 | $291K | Buy |
1,480
+94
| +7% | +$18.5K | 0.01% | 879 |
|
|
2023
Q2 | $312K | Sell |
1,386
-74
| -5% | -$16.6K | 0.01% | 806 |
|
|
2023
Q1 | $290K | Buy |
+1,460
| New | +$290K | 0.01% | 788 |
|