United Asset Strategies’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 |
-5,880
| Closed | -$1.32M | – | 236 |
|
2023
Q2 | $1.32M | Buy |
+5,880
| New | +$1.32M | 0.16% | 127 |
|
2022
Q4 | – | Sell |
-5,301
| Closed | -$960K | – | 229 |
|
2022
Q3 | $960K | Buy |
+5,301
| New | +$960K | 0.15% | 128 |
|
2018
Q1 | – | Sell |
-3,265
| Closed | -$320K | – | 202 |
|
2017
Q4 | $320K | Buy |
+3,265
| New | +$320K | 0.09% | 158 |
|