Kore Private Wealth’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 |
-1,085
| Closed | -$260K | – | 387 |
|
|
2021
Q3 | $260K | Buy |
1,085
+251
| +30% | +$60.1K | 0.03% | 360 |
|
|
2021
Q2 | $202K | Buy |
+834
| New | +$202K | 0.02% | 393 |
|
|
2020
Q3 | – | Sell |
-301
| Closed | -$42K | – | 667 |
|
|
2020
Q2 | $42K | Buy |
301
+45
| +18% | +$6.28K | 0.01% | 493 |
|
|
2020
Q1 | $28K | Buy |
256
+165
| +181% | +$18K | 0.01% | 535 |
|
|
2019
Q4 | $14K | Buy |
+91
| New | +$14K | ﹤0.01% | 694 |
|
|
2019
Q2 | – | Sell |
-48
| Closed | -$7K | – | 510 |
|
|
2019
Q1 | $7K | Sell |
48
-20
| -29% | -$2.92K | ﹤0.01% | 700 |
|
|
2018
Q4 | $8K | Buy |
+68
| New | +$8K | ﹤0.01% | 598 |
|