Strategic Wealth Partners’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-104
| Closed | -$15 | – | 306 |
|
|
2019
Q3 | $15 | Sell |
104
-221
| -68% | -$32 | ﹤0.01% | 431 |
|
|
2019
Q2 | $52K | Sell |
325
-298
| -48% | -$47.7K | 0.03% | 228 |
|
|
2019
Q1 | $90K | Sell |
623
-52
| -8% | -$7.51K | 0.04% | 190 |
|
|
2018
Q4 | $83K | Sell |
675
-85
| -11% | -$10.5K | 0.04% | 194 |
|
|
2018
Q3 | $99K | Sell |
760
-206
| -21% | -$26.8K | 0.05% | 180 |
|
|
2018
Q2 | $96K | Sell |
966
-2,144
| -69% | -$213K | 0.06% | 200 |
|
|
2018
Q1 | $305K | Buy |
+3,110
| New | +$305K | 0.16% | 131 |
|