Lucia Wealth Services’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.39M | Buy |
|
|||||
|
2020
Q2 | $986K | Sell |
|
|||||
|
2020
Q1 | $853K | Sell |
|
|||||
|
2019
Q4 | $1.24M | Buy |
|
|||||
|
2019
Q3 | $1.15M | Sell |
|
|||||
|
2019
Q2 | $1.4M | Buy |
|
|||||
|
2019
Q1 | $1.01M | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $232K | Sell |
|
|||||
|
2018
Q2 | $224K | Sell |
|
|||||
|
2018
Q1 | $1.85M | Buy |
|
|||||
|
2017
Q4 | $1.29M | Buy |
|