Precision Wealth Strategies’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,287
| Closed | -$264K | – | 92 |
|
|
2022
Q4 | $264K | Sell |
1,287
-14
| -1% | -$2.87K | 0.27% | 76 |
|
|
2022
Q3 | $234K | Sell |
1,301
-166
| -11% | -$29.9K | 0.21% | 105 |
|
|
2022
Q2 | $311K | Buy |
1,467
+62
| +4% | +$13.1K | 0.24% | 98 |
|
|
2022
Q1 | $325K | Sell |
1,405
-840
| -37% | -$194K | 0.19% | 111 |
|
|
2021
Q4 | $633K | Buy |
2,245
+726
| +48% | +$205K | 0.46% | 63 |
|
|
2021
Q3 | $364K | Buy |
1,519
+567
| +60% | +$136K | 0.28% | 92 |
|
|
2021
Q2 | $231K | Buy |
+952
| New | +$231K | 0.2% | 98 |
|