Tradition Wealth Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-234
| Closed | -$54K | – | 792 |
|
|
2023
Q4 | $54K | Sell |
234
-2
| -0.8% | -$462 | 0.01% | 606 |
|
|
2023
Q3 | $46K | Hold |
236
| – | – | 0.01% | 625 |
|
|
2023
Q2 | $53K | Buy |
236
+4
| +2% | +$898 | 0.01% | 610 |
|
|
2023
Q1 | $46K | Sell |
232
-1
| -0.4% | -$198 | 0.01% | 631 |
|
|
2022
Q4 | $48K | Buy |
233
+1
| +0.4% | +$206 | 0.01% | 536 |
|
|
2022
Q3 | $42K | Buy |
232
+172
| +287% | +$31.1K | 0.01% | 551 |
|
|
2022
Q2 | $13K | Hold |
60
| – | – | ﹤0.01% | 759 |
|
|
2022
Q1 | $14K | Hold |
60
| – | – | ﹤0.01% | 809 |
|
|
2021
Q4 | $17K | Hold |
60
| – | – | ﹤0.01% | 774 |
|
|
2021
Q3 | $14K | Hold |
60
| – | – | ﹤0.01% | 813 |
|
|
2021
Q2 | $15K | Sell |
60
-6
| -9% | -$1.5K | ﹤0.01% | 832 |
|
|
2021
Q1 | $13K | Buy |
66
+6
| +10% | +$1.18K | ﹤0.01% | 721 |
|
|
2020
Q4 | $11K | Buy |
+60
| New | +$11K | ﹤0.01% | 708 |
|