MinichMacGregor Wealth Management’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-149
| Closed | -$11K | – | 498 |
|
|
2017
Q1 | $11K | Sell |
149
-39
| -21% | -$2.88K | 0.01% | 260 |
|
|
2016
Q4 | $14K | Buy |
+188
| New | +$14K | 0.01% | 216 |
|
|
2016
Q3 | – | Sell |
-189
| Closed | -$12K | – | 470 |
|
|
2016
Q2 | $12K | Buy |
189
+26
| +16% | +$1.65K | 0.01% | 232 |
|
|
2016
Q1 | $10K | Sell |
163
-32
| -16% | -$1.96K | 0.01% | 254 |
|
|
2015
Q4 | $13K | Buy |
+195
| New | +$13K | 0.01% | 205 |
|