Reilly Financial Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $115K | Buy |
407
+105
| +35% | +$29.7K | 0.01% | 263 |
|
|
2021
Q3 | $72K | Buy |
302
+225
| +292% | +$53.6K | 0.01% | 321 |
|
|
2021
Q2 | $19K | Buy |
77
+49
| +175% | +$12.1K | ﹤0.01% | 554 |
|
|
2021
Q1 | $5K | Hold |
28
| – | – | ﹤0.01% | 790 |
|
|
2020
Q4 | $5K | Buy |
+28
| New | +$5K | ﹤0.01% | 708 |
|
|
2016
Q1 | – | Sell |
-52
| Closed | -$4K | – | 1002 |
|
|
2015
Q4 | $4K | Hold |
52
| – | – | ﹤0.01% | 738 |
|
|
2015
Q3 | $4K | Buy |
+52
| New | +$4K | ﹤0.01% | 1012 |
|
|
2015
Q2 | – | Sell |
-52
| Closed | -$3K | – | 1390 |
|
|
2015
Q1 | $3K | Hold |
52
| – | – | ﹤0.01% | 1104 |
|
|
2014
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 703 |
|
|
2014
Q3 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 717 |
|