One Wealth Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-502
| Closed | -$103K | – | 394 |
|
|
2022
Q4 | $103K | Buy |
+502
| New | +$103K | 0.02% | 289 |
|
|
2022
Q3 | – | Sell |
-1,367
| Closed | -$297K | – | 191 |
|
|
2022
Q2 | $297K | Sell |
1,367
-4
| -0.3% | -$869 | 0.08% | 135 |
|
|
2022
Q1 | $317K | Hold |
1,371
| – | – | 0.08% | 138 |
|
|
2021
Q4 | $387K | Buy |
1,371
+251
| +22% | +$70.9K | 0.1% | 108 |
|
|
2021
Q3 | $268K | Buy |
+1,120
| New | +$268K | 0.08% | 165 |
|