SIA
Schechter Investment Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,255
| Closed | -$297K | – | 683 |
|
|
2024
Q3 | $297K | Buy |
1,255
+1
| +0.1% | +$237 | 0.02% | 498 |
|
|
2024
Q2 | $265K | Buy |
1,254
+30
| +2% | +$6.34K | 0.02% | 498 |
|
|
2024
Q1 | $310K | Buy |
1,224
+1
| +0.1% | +$253 | 0.02% | 496 |
|
|
2023
Q4 | $283K | Buy |
1,223
+5
| +0.4% | +$1.16K | 0.02% | 472 |
|
|
2023
Q3 | $240K | Buy |
1,218
+174
| +17% | +$34.2K | 0.02% | 507 |
|
|
2023
Q2 | $235K | Sell |
1,044
-41
| -4% | -$9.22K | 0.02% | 550 |
|
|
2023
Q1 | $216K | Buy |
+1,085
| New | +$216K | 0.02% | 600 |
|
|
2022
Q1 | – | Sell |
-832
| Closed | -$235K | – | 947 |
|
|
2021
Q4 | $235K | Buy |
+832
| New | +$235K | 0.02% | 755 |
|