MWS
Maxwell Wealth Strategies’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.4M | Sell |
7,135
-4,435
| -38% | -$872K | 0.57% | 49 |
|
|
2024
Q3 | $2.46M | Buy |
11,570
+3,145
| +37% | +$669K | 1.05% | 32 |
|
|
2024
Q2 | $1.78M | Buy |
8,425
+122
| +1% | +$25.8K | 0.87% | 40 |
|
|
2024
Q1 | $1.85M | Buy |
8,303
+6,741
| +432% | +$1.5M | 0.94% | 38 |
|
|
2023
Q4 | $361K | Buy |
+1,562
| New | +$361K | 0.24% | 74 |
|