TD Ameritrade Investment Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-77
| Closed | -$17K | – | 231 |
|
2023
Q2 | $17K | Sell |
77
-14
| -15% | -$3.09K | ﹤0.01% | 297 |
|
2023
Q1 | $18K | Buy |
91
+4
| +5% | +$791 | ﹤0.01% | 320 |
|
2022
Q4 | $18K | Sell |
87
-49
| -36% | -$10.1K | ﹤0.01% | 331 |
|
2022
Q3 | $25K | Sell |
136
-131
| -49% | -$24.1K | ﹤0.01% | 322 |
|
2022
Q2 | $58K | Sell |
267
-59
| -18% | -$12.8K | ﹤0.01% | 285 |
|
2022
Q1 | $75K | Buy |
326
+127
| +64% | +$29.2K | ﹤0.01% | 320 |
|
2021
Q4 | $56K | Buy |
199
+2
| +1% | +$563 | ﹤0.01% | 336 |
|
2021
Q3 | $31K | Sell |
197
-7
| -3% | -$1.1K | ﹤0.01% | 363 |
|
2021
Q2 | $49K | Buy |
204
+9
| +5% | +$2.16K | ﹤0.01% | 342 |
|
2021
Q1 | $35K | Hold |
195
| – | – | ﹤0.01% | 363 |
|
2020
Q4 | $35K | Sell |
195
-2
| -1% | -$359 | ﹤0.01% | 363 |
|
2020
Q3 | $31K | Buy |
197
+10
| +5% | +$1.57K | ﹤0.01% | 363 |
|
2020
Q2 | $27K | Sell |
187
-3
| -2% | -$433 | ﹤0.01% | 362 |
|
2020
Q1 | $20K | Sell |
190
-36
| -16% | -$3.79K | ﹤0.01% | 357 |
|
2019
Q4 | $35K | Buy |
226
+156
| +223% | +$24.2K | ﹤0.01% | 345 |
|
2019
Q3 | $10K | Buy |
+70
| New | +$10K | ﹤0.01% | 429 |
|