Sage Private Wealth Group’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-201
| Closed | -$36K | – | 117 |
|
|
2022
Q3 | $36K | Hold |
201
| – | – | 0.05% | 92 |
|
|
2022
Q2 | $44K | Hold |
201
| – | – | 0.06% | 85 |
|
|
2022
Q1 | $46K | Hold |
201
| – | – | 0.04% | 90 |
|
|
2021
Q4 | $56K | Hold |
201
| – | – | 0.07% | 80 |
|
|
2021
Q3 | $48K | Hold |
201
| – | – | 0.07% | 82 |
|
|
2021
Q2 | $49K | Hold |
201
| – | – | 0.07% | 80 |
|
|
2021
Q1 | $39K | Hold |
201
| – | – | 0.07% | 94 |
|
|
2020
Q4 | $36K | Buy |
+201
| New | +$36K | 0.1% | 86 |
|