Marshall Financial Group (Pennsylvania)’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-914
| Closed | -$231K | – | 56 |
|
|
2024
Q1 | $231K | Buy |
+914
| New | +$231K | 0.08% | 52 |
|
|
2023
Q2 | – | Sell |
-6,643
| Closed | -$1.32M | – | 51 |
|
|
2023
Q1 | $1.32M | Hold |
6,643
| – | – | 0.54% | 26 |
|
|
2022
Q4 | $1.36M | Hold |
6,643
| – | – | 0.58% | 26 |
|
|
2022
Q3 | $1.2M | Hold |
6,643
| – | – | 0.57% | 26 |
|
|
2022
Q2 | $1.44M | Buy |
+6,643
| New | +$1.44M | 0.65% | 25 |
|