MCWA
Meadow Creek Wealth Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,042
| Closed | -$205K | – | 138 |
|
|
2024
Q4 | $205K | Buy |
1,042
+5
| +0.5% | +$983 | 0.15% | 136 |
|
|
2024
Q3 | $246K | Hold |
1,037
| – | – | 0.19% | 117 |
|
|
2024
Q2 | $219K | Hold |
1,037
| – | – | 0.21% | 111 |
|
|
2024
Q1 | $262K | Buy |
1,037
+10
| +1% | +$2.53K | 0.18% | 112 |
|
|
2023
Q4 | $238K | Buy |
+1,027
| New | +$238K | 0.23% | 94 |
|
|
2022
Q3 | $209K | Hold |
1,155
| – | – | 0.28% | 88 |
|
|
2022
Q2 | $251K | Sell |
1,155
-19
| -2% | -$4.13K | 0.31% | 83 |
|
|
2022
Q1 | $271K | Sell |
1,174
-417
| -26% | -$96.3K | 0.29% | 88 |
|
|
2021
Q4 | $449K | Buy |
+1,591
| New | +$449K | 0.42% | 66 |
|