Omnia Family Wealth’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-22
| Closed | -$3K | – | 304 |
|
2019
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 394 |
|
2018
Q4 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 339 |
|
2017
Q3 | – | Sell |
-43
| Closed | -$4K | – | 649 |
|
2017
Q2 | $4K | Hold |
43
| – | – | ﹤0.01% | 459 |
|
2017
Q1 | $3K | Sell |
43
-16
| -27% | -$1.12K | ﹤0.01% | 509 |
|
2016
Q4 | $4K | Buy |
+59
| New | +$4K | ﹤0.01% | 443 |
|