L.J. Altfest & Co’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,732
| Closed | -$341K | – | 317 |
|
2023
Q3 | $341K | Buy |
1,732
+5
| +0.3% | +$984 | 0.05% | 221 |
|
2023
Q2 | $388K | Sell |
1,727
-28
| -2% | -$6.29K | 0.06% | 212 |
|
2023
Q1 | $349K | Buy |
1,755
+1
| +0.1% | +$199 | 0.05% | 206 |
|
2022
Q4 | $359K | Sell |
1,754
-25
| -1% | -$5.12K | 0.06% | 191 |
|
2022
Q3 | $322K | Buy |
1,779
+40
| +2% | +$7.24K | 0.06% | 198 |
|
2022
Q2 | $377K | Buy |
+1,739
| New | +$377K | 0.07% | 175 |
|
2020
Q4 | – | Sell |
-1,501
| Closed | -$237K | – | 273 |
|
2020
Q3 | $237K | Sell |
1,501
-9
| -0.6% | -$1.42K | 0.06% | 199 |
|
2020
Q2 | $214K | Buy |
+1,510
| New | +$214K | 0.06% | 199 |
|
2019
Q1 | – | Sell |
-3,422
| Closed | -$398K | – | 184 |
|
2018
Q4 | $398K | Buy |
+3,422
| New | +$398K | 0.11% | 101 |
|