Personal CFO Solutions’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,137
| Closed | -$288K | – | 571 |
|
|
2024
Q1 | $288K | Sell |
1,137
-6
| -0.5% | -$1.52K | 0.04% | 407 |
|
|
2023
Q4 | $264K | Sell |
1,143
-44
| -4% | -$10.2K | 0.05% | 407 |
|
|
2023
Q3 | $234K | Buy |
1,187
+10
| +0.8% | +$1.97K | 0.05% | 387 |
|
|
2023
Q2 | $265K | Buy |
1,177
+110
| +10% | +$24.7K | 0.05% | 362 |
|
|
2023
Q1 | $212K | Buy |
1,067
+3
| +0.3% | +$597 | 0.04% | 433 |
|
|
2022
Q4 | $218K | Sell |
1,064
-44
| -4% | -$9.02K | 0.05% | 398 |
|
|
2022
Q3 | $201K | Buy |
1,108
+160
| +17% | +$29K | 0.05% | 374 |
|
|
2022
Q2 | $206K | Buy |
+948
| New | +$206K | 0.05% | 387 |
|
|
2022
Q1 | – | Sell |
-745
| Closed | -$210K | – | 493 |
|
|
2021
Q4 | $210K | Buy |
+745
| New | +$210K | 0.04% | 424 |
|
|
2021
Q3 | – | Sell |
-827
| Closed | -$200K | – | 464 |
|
|
2021
Q2 | $200K | Buy |
+827
| New | +$200K | 0.04% | 412 |
|