WealthShield Partners’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,100
| Closed | -$1.8M | – | 478 |
|
|
2024
Q1 | $1.8M | Sell |
7,100
-4,964
| -41% | -$1.26M | 0.29% | 99 |
|
|
2023
Q4 | $2.79M | Buy |
12,064
+3,218
| +36% | +$745K | 0.46% | 58 |
|
|
2023
Q3 | $1.74M | Buy |
8,846
+225
| +3% | +$44.3K | 0.26% | 103 |
|
|
2023
Q2 | $1.94M | Sell |
8,621
-18
| -0.2% | -$4.05K | 0.29% | 91 |
|
|
2023
Q1 | $1.72M | Buy |
8,639
+873
| +11% | +$174K | 0.28% | 97 |
|
|
2022
Q4 | $1.59M | Buy |
7,766
+1,629
| +27% | +$334K | 0.3% | 92 |
|
|
2022
Q3 | $1.11M | Buy |
6,137
+437
| +8% | +$79.2K | 0.22% | 116 |
|
|
2022
Q2 | $1.24M | Buy |
5,700
+66
| +1% | +$14.3K | 0.25% | 105 |
|
|
2022
Q1 | $1.3M | Buy |
5,634
+523
| +10% | +$121K | 0.21% | 115 |
|
|
2021
Q4 | $1.44M | Buy |
5,111
+1,077
| +27% | +$304K | 0.24% | 90 |
|
|
2021
Q3 | $966K | Buy |
4,034
+405
| +11% | +$97K | 0.26% | 87 |
|
|
2021
Q2 | $879K | Buy |
3,629
+228
| +7% | +$55.2K | 0.14% | 111 |
|
|
2021
Q1 | $657K | Buy |
3,401
+770
| +29% | +$149K | 0.12% | 126 |
|
|
2020
Q4 | $472K | Buy |
2,631
+439
| +20% | +$78.8K | 0.09% | 179 |
|
|
2020
Q3 | $346K | Buy |
+2,192
| New | +$346K | 0.12% | 173 |
|