Lake Street Advisors Group’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $395K | Sell |
2,011
-63
| -3% | -$12.4K | 0.02% | 379 |
|
|
2024
Q3 | $491K | Sell |
2,074
-347
| -14% | -$82.2K | 0.02% | 336 |
|
|
2024
Q2 | $512K | Buy |
2,421
+1,081
| +81% | +$229K | 0.02% | 311 |
|
|
2024
Q1 | $339K | Sell |
1,340
-59
| -4% | -$14.9K | 0.02% | 431 |
|
|
2023
Q4 | $324K | Buy |
+1,399
| New | +$324K | 0.02% | 417 |
|
|
2021
Q1 | – | Sell |
-1,773
| Closed | -$318K | – | 334 |
|
|
2020
Q4 | $318K | Buy |
1,773
+75
| +4% | +$13.5K | 0.03% | 214 |
|
|
2020
Q3 | $268K | Sell |
1,698
-474
| -22% | -$74.8K | 0.03% | 223 |
|
|
2020
Q2 | $308K | Buy |
2,172
+19
| +0.9% | +$2.69K | 0.03% | 195 |
|
|
2020
Q1 | $232K | Buy |
+2,153
| New | +$232K | 0.03% | 205 |
|