Modern Wealth Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,236
| Closed | -$243K | – | 687 |
|
|
2024
Q4 | $243K | Sell |
1,236
-169
| -12% | -$33.2K | 0.01% | 507 |
|
|
2024
Q3 | $333K | Buy |
1,405
+41
| +3% | +$9.72K | 0.02% | 325 |
|
|
2024
Q2 | $288K | Sell |
1,364
-27
| -2% | -$5.71K | 0.02% | 318 |
|
|
2024
Q1 | $352K | Buy |
+1,391
| New | +$352K | 0.03% | 219 |
|