WealthSource Partners’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-792
| Closed | -$223K | – | 592 |
|
|
2021
Q4 | $223K | Sell |
792
-112
| -12% | -$31.5K | 0.02% | 495 |
|
|
2021
Q3 | $217K | Sell |
904
-52
| -5% | -$12.5K | 0.02% | 466 |
|
|
2021
Q2 | $232K | Sell |
956
-234
| -20% | -$56.8K | 0.02% | 416 |
|
|
2021
Q1 | $230K | Buy |
+1,190
| New | +$230K | 0.02% | 382 |
|
|
2016
Q3 | – | Sell |
-3,782
| Closed | -$247K | – | 279 |
|
|
2016
Q2 | $247K | Sell |
3,782
-274
| -7% | -$17.9K | 0.09% | 203 |
|
|
2016
Q1 | $264K | Buy |
+4,056
| New | +$264K | 0.11% | 174 |
|