OAM
Optimal Asset Management’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.13M | Hold |
4,700
| – | – | 0.14% | 218 |
|
|
2021
Q2 | $1.14M | Hold |
4,700
| – | – | 0.13% | 224 |
|
|
2021
Q1 | $908K | Buy |
4,700
+300
| +7% | +$58K | 0.12% | 247 |
|
|
2020
Q4 | $788K | Hold |
4,400
| – | – | 0.11% | 281 |
|
|
2020
Q3 | $694K | Buy |
4,400
+2,190
| +99% | +$345K | 0.1% | 285 |
|
|
2020
Q2 | $314K | Buy |
+2,210
| New | +$314K | 0.05% | 378 |
|