Wealthspire Advisors (Maryland)’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $254K | Sell |
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|
2020
Q1 | $212K | Sell |
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|
2019
Q4 | $389K | Sell |
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|
2019
Q3 | $381K | Sell |
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|
2019
Q2 | $468K | Sell |
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|
2019
Q1 | $436K | Sell |
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|
2018
Q4 | $387K | Sell |
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|
2018
Q3 | $492K | Sell |
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|
2018
Q2 | $486K | Buy |
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|
2018
Q1 | $456K | Buy |
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|
2017
Q4 | $452K | Sell |
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|
2017
Q3 | $528K | Sell |
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|
2017
Q2 | $534K | Sell |
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|
2017
Q1 | $592K | Sell |
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|
2016
Q4 | $575K | Buy |
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|
2016
Q3 | $148K | Buy |
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|
2016
Q2 | $0 | Sell |
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|
2016
Q1 | $162K | Buy |
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