MWM
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MGB Wealth Management’s IQVIA IQV Stock Holding History

MGB Wealth Management’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,033
Closed -$245K – 295
2024
Q3 		$245K Hold
1,033
– – 0.09% 164
2024
Q2 		$227K Hold
1,033
– – 0.08% 176
2024
Q1 		$261K Hold
1,033
– – 0.11% 164
2023
Q4 		$240K Buy
+1,033
New +$240K 0.12% 162