Tyler-Stone 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
Q3 | – | Sell |
-65
| Closed | -$13.7K | – | 592 |
|
|
2024
Q2 | $13.7K | Hold |
65
| – | – | 0.01% | 584 |
|
|
2024
Q1 | $16.4K | Hold |
65
| – | – | 0.01% | 543 |
|
|
2023
Q4 | $15K | Hold |
65
| – | – | 0.01% | 550 |
|
|
2023
Q3 | $13K | Hold |
65
| – | – | 0.01% | 546 |
|
|
2023
Q2 | $15K | Buy |
+65
| New | +$15K | 0.01% | 527 |
|
|
2022
Q4 | $13K | Hold |
65
| – | – | 0.01% | 509 |
|
|
2022
Q3 | $12K | Hold |
65
| – | – | 0.01% | 509 |
|
|
2022
Q2 | $14K | Hold |
65
| – | – | 0.01% | 505 |
|
|
2022
Q1 | $15K | Hold |
65
| – | – | 0.01% | 499 |
|
|
2021
Q4 | $18K | Buy |
+65
| New | +$18K | 0.01% | 496 |
|