Lenox Wealth Advisors’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$2K Buy
2021
Q4
$1K Hold
2021
Q3
$1K Buy
2020
Q2
Sell
2020
Q1
$1K Hold
2019
Q4
$2K Hold
2019
Q3
$2K Hold
2019
Q2
$2K Buy
2016
Q1
Sell
2015
Q4
$3K Hold
2015
Q3
$3K Buy
2015
Q2
Sell
2015
Q1
$3K Hold
2014
Q4
$3K Buy