Veritable’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,017
| Closed | -$453K | – | 396 |
|
|
2023
Q2 | $453K | Sell |
2,017
-755
| -27% | -$152K | 0.01% | 574 |
|
|
2023
Q1 | $551K | Sell |
2,772
-562
| -17% | -$120K | 0.01% | 503 |
|
|
2022
Q4 | $683K | Buy |
3,334
+430
| +15% | +$87.2K | 0.01% | 449 |
|
|
2022
Q3 | $526K | Sell |
2,904
-1,320
| -31% | -$289K | 0.01% | 481 |
|
|
2022
Q2 | $917K | Buy |
4,224
+1,387
| +49% | +$301K | 0.02% | 395 |
|
|
2022
Q1 | $656K | Buy |
2,837
+116
| +4% | +$27.5K | 0.01% | 493 |
|
|
2021
Q4 | $768K | Buy |
2,721
+90
| +3% | +$23.4K | 0.01% | 456 |
|
|
2021
Q3 | $630K | Buy |
2,631
+16
| +0.6% | +$4.04K | 0.01% | 488 |
|
|
2021
Q2 | $634K | Buy |
2,615
+81
| +3% | +$18.7K | 0.01% | 486 |
|
|
2021
Q1 | $489K | Sell |
2,534
-33
| -1% | -$6.2K | 0.01% | 516 |
|
|
2020
Q4 | $460K | Sell |
2,567
-31
| -1% | -$5.22K | 0.01% | 514 |
|
|
2020
Q3 | $410K | Sell |
2,598
-10
| -0.4% | -$1.57K | 0.01% | 503 |
|
|
2020
Q2 | $370K | Sell |
2,608
-56
| -2% | -$7.59K | 0.01% | 540 |
|
|
2020
Q1 | $287K | Sell |
2,664
-497
| -16% | -$71K | 0.01% | 569 |
|
|
2019
Q4 | $488K | Sell |
3,161
-33
| -1% | -$4.82K | 0.01% | 532 |
|
|
2019
Q3 | $477K | Buy |
3,194
+94
| +3% | +$14.6K | 0.01% | 521 |
|
|
2019
Q2 | $499K | Buy |
3,100
+497
| +19% | +$69.7K | 0.01% | 500 |
|
|
2019
Q1 | $374K | Buy |
2,603
+116
| +5% | +$15.5K | 0.01% | 574 |
|
|
2018
Q4 | $289K | Buy |
2,487
+296
| +14% | +$35.9K | 0.01% | 604 |
|
|
2018
Q3 | $284K | Sell |
2,191
-248
| -10% | -$29.8K | 0.01% | 659 |
|
|
2018
Q2 | $243K | Sell |
2,439
-24
| -1% | -$2.4K | 0.01% | 704 |
|
|
2018
Q1 | $242K | Buy |
+2,463
| New | +$249K | 0.01% | 695 |
|