Taylor Wealth Management Partners’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$253K Sell
1,165
-2
-0.2% -$434 0.14% 50
2022
Q1
$270K Sell
1,167
-86
-7% -$19.9K 0.11% 56
2021
Q4
$354K Buy
1,253
+200
+19% +$56.5K 0.12% 54
2021
Q3
$252K Buy
1,053
+216
+26% +$51.7K 0.09% 62
2021
Q2
$203K Buy
+837
New +$203K 0.07% 65