PWM
Prentice Wealth Management’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-106
| Closed | -$23K | – | 133 |
|
|
2022
Q2 | $23K | Buy |
+106
| New | +$23K | 0.02% | 87 |
|
|
2021
Q4 | – | Sell |
-388
| Closed | -$93K | – | 197 |
|
|
2021
Q3 | $93K | Hold |
388
| – | – | 0.05% | 147 |
|
|
2021
Q2 | $94K | Hold |
388
| – | – | 0.05% | 144 |
|
|
2021
Q1 | $75K | Buy |
+388
| New | +$75K | 0.04% | 150 |
|