Rise Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4K | Hold |
136
| – | – | 0.01% | 491 |
|
|
2025
Q1 | $24K | Buy |
136
+9
| +7% | +$1.59K | 0.01% | 415 |
|
|
2024
Q4 | $25K | Buy |
127
+3
| +2% | +$590 | 0.01% | 506 |
|
|
2024
Q3 | $29.4K | Hold |
124
| – | – | 0.01% | 426 |
|
|
2024
Q2 | $26.2K | Hold |
124
| – | – | 0.01% | 450 |
|
|
2024
Q1 | $31.4K | Buy |
+124
| New | +$31.4K | 0.02% | 367 |
|