PWA
Phoenix Wealth Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-904
| Closed | -$255K | – | 111 |
|
|
2021
Q4 | $255K | Hold |
904
| – | – | 0.19% | 101 |
|
|
2021
Q3 | $217K | Hold |
904
| – | – | 0.16% | 108 |
|
|
2021
Q2 | $227K | Hold |
904
| – | – | 0.16% | 114 |
|
|
2021
Q1 | $179K | Hold |
904
| – | – | 0.14% | 121 |
|
|
2020
Q4 | $162K | Buy |
+904
| New | +$162K | 0.12% | 122 |
|