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