Optimum Investment 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 |
-41
| Closed | -$8.4K | – | 756 |
|
|
2022
Q4 | $8.4K | Hold |
41
| – | – | ﹤0.01% | 585 |
|
|
2022
Q3 | $7K | Hold |
41
| – | – | ﹤0.01% | 615 |
|
|
2022
Q2 | $9K | Hold |
41
| – | – | ﹤0.01% | 616 |
|
|
2022
Q1 | $9K | Buy |
+41
| New | +$9K | ﹤0.01% | 658 |
|
|
2021
Q3 | – | Sell |
-110
| Closed | -$27K | – | 875 |
|
|
2021
Q2 | $27K | Hold |
110
| – | – | 0.01% | 616 |
|
|
2021
Q1 | $21K | Hold |
110
| – | – | 0.01% | 655 |
|
|
2020
Q4 | $20K | Hold |
110
| – | – | 0.01% | 623 |
|
|
2020
Q3 | $17K | Hold |
110
| – | – | 0.01% | 631 |
|
|
2020
Q2 | $16K | Hold |
110
| – | – | 0.01% | 637 |
|
|
2020
Q1 | $12K | Sell |
110
-252
| -70% | -$27.5K | ﹤0.01% | 654 |
|
|
2019
Q4 | $56K | Hold |
362
| – | – | 0.02% | 496 |
|
|
2019
Q3 | $54K | Buy |
362
+110
| +44% | +$16.4K | 0.02% | 503 |
|
|
2019
Q2 | $41K | Hold |
252
| – | – | 0.01% | 546 |
|
|
2019
Q1 | $36K | Hold |
252
| – | – | 0.01% | 579 |
|
|
2018
Q4 | $29K | Hold |
252
| – | – | 0.01% | 575 |
|
|
2018
Q3 | $33K | Hold |
252
| – | – | 0.01% | 628 |
|
|
2018
Q2 | $25K | Hold |
252
| – | – | 0.01% | 683 |
|
|
2018
Q1 | $25K | Buy |
+252
| New | +$25K | 0.01% | 671 |
|