Resurgent Financial Advisors’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 |
-1,559
| Closed | -$394K | – | 189 |
|
|
2024
Q1 | $394K | Buy |
1,559
+1,299
| +500% | +$329K | 0.21% | 127 |
|
|
2023
Q4 | $60.2K | Sell |
260
-90
| -26% | -$20.8K | 0.04% | 302 |
|
|
2023
Q3 | $68.9K | Sell |
350
-20
| -5% | -$3.94K | 0.05% | 279 |
|
|
2023
Q2 | $83.2K | Buy |
370
+3
| +0.8% | +$674 | 0.05% | 257 |
|
|
2023
Q1 | $73K | Sell |
367
-934
| -72% | -$186K | 0.05% | 269 |
|
|
2022
Q4 | $267K | Sell |
1,301
-464
| -26% | -$95.1K | 0.14% | 155 |
|
|
2022
Q3 | $320K | Sell |
1,765
-222
| -11% | -$40.2K | 0.21% | 127 |
|
|
2022
Q2 | $431K | Buy |
1,987
+128
| +7% | +$27.8K | 0.28% | 99 |
|
|
2022
Q1 | $430K | Buy |
+1,859
| New | +$430K | 0.27% | 95 |
|