NewEdge Wealth’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,550
| Closed | -$604K | – | 941 |
|
|
2024
Q3 | $604K | Buy |
2,550
+157
| +7% | +$37.2K | 0.01% | 579 |
|
|
2024
Q2 | $506K | Sell |
2,393
-59
| -2% | -$12.5K | 0.01% | 549 |
|
|
2024
Q1 | $545K | Buy |
2,452
+106
| +5% | +$23.5K | 0.01% | 542 |
|
|
2023
Q4 | $543K | Buy |
+2,346
| New | +$543K | 0.01% | 492 |
|
|
2023
Q2 | – | Sell |
-1,062
| Closed | -$211K | – | 648 |
|
|
2023
Q1 | $211K | Buy |
+1,062
| New | +$211K | 0.01% | 574 |
|
|
2022
Q3 | – | Sell |
-1,091
| Closed | -$237K | – | 565 |
|
|
2022
Q2 | $237K | Buy |
+1,091
| New | +$237K | 0.01% | 505 |
|