Lenox Wealth Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2K | Buy |
8
+4
| +100% | +$1K | ﹤0.01% | 648 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 855 |
|
|
2021
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 677 |
|
|
2020
Q2 | – | Sell |
-12
| Closed | -$1K | – | 691 |
|
|
2020
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 697 |
|
|
2019
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 606 |
|
|
2019
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 506 |
|
|
2019
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 361 |
|
|
2016
Q1 | – | Sell |
-50
| Closed | -$3K | – | 329 |
|
|
2015
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 280 |
|
|
2015
Q3 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 311 |
|
|
2015
Q2 | – | Sell |
-50
| Closed | -$3K | – | 315 |
|
|
2015
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 280 |
|
|
2014
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 285 |
|