SWS
SYSTM Wealth Solutions’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19
| Closed | -$4.02K | – | 359 |
|
|
2024
Q2 | $4.02K | Hold |
19
| – | – | ﹤0.01% | 582 |
|
|
2024
Q1 | $4.81K | Hold |
19
| – | – | ﹤0.01% | 837 |
|
|
2023
Q4 | $4.4K | Buy |
+19
| New | +$4.4K | ﹤0.01% | 891 |
|
|
2023
Q1 | – | Sell |
-10,643
| Closed | -$2.18M | – | 495 |
|
|
2022
Q4 | $2.18M | Buy |
+10,643
| New | +$2.18M | 0.27% | 101 |
|