Sun Life Financial’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-289
| Closed | -$57K | – | 25 |
|
|
2023
Q3 | $57K | Hold |
289
| – | – | ﹤0.01% | 24 |
|
|
2023
Q2 | $65K | Hold |
289
| – | – | ﹤0.01% | 33 |
|
|
2023
Q1 | $57.5K | Hold |
289
| – | – | ﹤0.01% | 69 |
|
|
2022
Q4 | $59.2K | Hold |
289
| – | – | ﹤0.01% | 70 |
|
|
2022
Q3 | $52K | Hold |
289
| – | – | ﹤0.01% | 70 |
|
|
2022
Q2 | $63K | Hold |
289
| – | – | ﹤0.01% | 71 |
|
|
2022
Q1 | $67K | Hold |
289
| – | – | ﹤0.01% | 85 |
|
|
2021
Q4 | $82K | Hold |
289
| – | – | ﹤0.01% | 87 |
|
|
2021
Q3 | $69K | Hold |
289
| – | – | ﹤0.01% | 75 |
|
|
2021
Q2 | $70K | Sell |
289
-113
| -28% | -$27.4K | ﹤0.01% | 74 |
|
|
2021
Q1 | $77K | Buy |
402
+288
| +253% | +$55.2K | 0.01% | 155 |
|
|
2020
Q4 | $20K | Hold |
114
| – | – | ﹤0.01% | 254 |
|
|
2020
Q3 | $18K | Buy |
114
+6
| +6% | +$947 | ﹤0.01% | 250 |
|
|
2020
Q2 | $15K | Buy |
108
+1
| +0.9% | +$139 | ﹤0.01% | 245 |
|
|
2020
Q1 | $12K | Buy |
107
+1
| +0.9% | +$112 | ﹤0.01% | 242 |
|
|
2019
Q4 | $16K | Sell |
106
-43
| -29% | -$6.49K | ﹤0.01% | 239 |
|
|
2019
Q3 | $22K | Buy |
149
+23
| +18% | +$3.4K | 0.01% | 383 |
|
|
2019
Q2 | $20K | Sell |
126
-144
| -53% | -$22.9K | 0.01% | 390 |
|
|
2019
Q1 | $39K | Sell |
270
-177
| -40% | -$25.6K | 0.01% | 383 |
|
|
2018
Q4 | $52K | Buy |
447
+2
| +0.4% | +$233 | 0.01% | 384 |
|
|
2018
Q3 | $58K | Buy |
445
+56
| +14% | +$7.3K | 0.01% | 406 |
|
|
2018
Q2 | $39K | Buy |
389
+324
| +498% | +$32.5K | 0.01% | 472 |
|
|
2018
Q1 | $664 | Sell |
65
-255
| -80% | -$2.61K | 0.01% | 388 |
|
|
2017
Q4 | $31K | Sell |
320
-790
| -71% | -$76.5K | ﹤0.01% | 351 |
|
|
2017
Q3 | $106K | Buy |
+1,110
| New | +$106K | 0.01% | 327 |
|