TWA
TCI Wealth Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4
| Closed | -$796 | – | 1185 |
|
|
2023
Q1 | $796 | Sell |
4
-23
| -85% | -$4.58K | ﹤0.01% | 2140 |
|
|
2022
Q4 | $5.53K | Sell |
27
-6
| -18% | -$1.23K | ﹤0.01% | 1456 |
|
|
2022
Q3 | $6K | Buy |
33
+4
| +14% | +$727 | ﹤0.01% | 1345 |
|
|
2022
Q2 | $6K | Hold |
29
| – | – | ﹤0.01% | 1355 |
|
|
2022
Q1 | $7K | Sell |
29
-17
| -37% | -$4.1K | ﹤0.01% | 1325 |
|
|
2021
Q4 | $13K | Buy |
46
+8
| +21% | +$2.26K | ﹤0.01% | 970 |
|
|
2021
Q3 | $9K | Buy |
38
+11
| +41% | +$2.61K | ﹤0.01% | 1154 |
|
|
2021
Q2 | $7K | Buy |
27
+4
| +17% | +$1.04K | ﹤0.01% | 1196 |
|
|
2021
Q1 | $4K | Sell |
23
-32
| -58% | -$5.57K | ﹤0.01% | 1363 |
|
|
2020
Q4 | $10K | Buy |
+55
| New | +$10K | ﹤0.01% | 627 |
|
|
2020
Q1 | – | Sell |
-20
| Closed | -$3K | – | 1607 |
|
|
2019
Q4 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 1022 |
|