Northwest & Ethical Investments’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,836
| Closed | -$2.26M | – | 512 |
|
|
2025
Q1 | $2.26M | Sell |
12,836
-1,483
| -10% | -$261K | 0.06% | 239 |
|
|
2024
Q4 | $2.81M | Buy |
14,319
+919
| +7% | +$181K | 0.08% | 224 |
|
|
2024
Q3 | $3.18M | Buy |
+13,400
| New | +$3.18M | 0.08% | 213 |
|
|
2018
Q4 | – | Sell |
-766
| Closed | -$99.4K | – | 386 |
|
|
2018
Q3 | $99.4K | Sell |
766
-1,100
| -59% | -$143K | 0.01% | 331 |
|
|
2018
Q2 | $186K | Hold |
1,866
| – | – | 0.01% | 322 |
|
|
2018
Q1 | $183K | Buy |
1,866
+500
| +37% | +$49.1K | 0.01% | 320 |
|
|
2017
Q4 | $134K | Buy |
1,366
+600
| +78% | +$58.7K | 0.01% | 330 |
|
|
2017
Q3 | $101K | Hold |
766
| – | – | 0.01% | 341 |
|
|
2017
Q2 | $68.6K | Hold |
766
| – | – | ﹤0.01% | 358 |
|
|
2017
Q1 | $61.7K | Hold |
766
| – | – | ﹤0.01% | 374 |
|
|
2016
Q4 | $58.3K | Buy |
+766
| New | +$58.3K | ﹤0.01% | 371 |
|