Schechter Investment Advisors’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$297K Buy
2024
Q2
$265K Buy
2024
Q1
$310K Buy
2023
Q4
$283K Buy
2023
Q3
$240K Buy
2023
Q2
$235K Sell
2023
Q1
$216K Buy
2022
Q1
Sell
2021
Q4
$235K Buy