TFO Wealth Partners’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8
| Closed | -$2K | – | 307 |
|
|
2022
Q2 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 319 |
|
|
2020
Q4 | – | Sell |
-500
| Closed | -$79K | – | 121 |
|
|
2020
Q3 | $79K | Hold |
500
| – | – | 0.03% | 42 |
|
|
2020
Q2 | $71K | Hold |
500
| – | – | 0.03% | 46 |
|
|
2020
Q1 | $53K | Hold |
500
| – | – | 0.02% | 57 |
|
|
2019
Q4 | $77K | Buy |
+500
| New | +$77K | 0.07% | 54 |
|