Next Financial Group’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $799K | Buy |
2,831
+240
| +9% | +$67.7K | 0.05% | 372 |
|
|
2021
Q3 | $621K | Buy |
2,591
+1,991
| +332% | +$477K | 0.05% | 388 |
|
|
2021
Q2 | $146K | Buy |
600
+108
| +22% | +$26.3K | 0.01% | 947 |
|
|
2021
Q1 | $95K | Hold |
492
| – | – | 0.01% | 1052 |
|
|
2020
Q4 | $88K | Hold |
492
| – | – | 0.01% | 999 |
|
|
2020
Q3 | $78K | Sell |
492
-2,393
| -83% | -$379K | 0.01% | 951 |
|
|
2020
Q2 | $409K | Sell |
2,885
-106
| -4% | -$15K | 0.05% | 333 |
|
|
2020
Q1 | $323K | Sell |
2,991
-9,950
| -77% | -$1.07M | 0.04% | 381 |
|
|
2019
Q4 | $2M | Buy |
12,941
+100
| +0.8% | +$15.5K | 0.21% | 111 |
|
|
2019
Q3 | $1.92M | Buy |
12,841
+37
| +0.3% | +$5.53K | 0.21% | 112 |
|
|
2019
Q2 | $2.06M | Buy |
12,804
+10,662
| +498% | +$1.72M | 0.22% | 116 |
|
|
2019
Q1 | $308K | Sell |
2,142
-9,743
| -82% | -$1.4M | 0.08% | 246 |
|
|
2018
Q4 | $1.38M | Buy |
11,885
+9,243
| +350% | +$1.07M | 0.29% | 87 |
|
|
2018
Q3 | $343K | Buy |
+2,642
| New | +$343K | 0.16% | 130 |
|
|
2017
Q1 | – | Sell |
-100
| Closed | -$8K | – | 2075 |
|
|
2016
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 1745 |
|
|
2016
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 1752 |
|