Wealthspire Advisors (Maryland)’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,790
| Closed | -$254K | – | 519 |
|
|
2020
Q2 | $254K | Sell |
1,790
-171
| -9% | -$24.3K | 0.02% | 368 |
|
|
2020
Q1 | $212K | Sell |
1,961
-555
| -22% | -$60K | 0.02% | 372 |
|
|
2019
Q4 | $389K | Sell |
2,516
-32
| -1% | -$4.95K | 0.03% | 317 |
|
|
2019
Q3 | $381K | Sell |
2,548
-360
| -12% | -$53.8K | 0.03% | 301 |
|
|
2019
Q2 | $468K | Sell |
2,908
-124
| -4% | -$20K | 0.04% | 263 |
|
|
2019
Q1 | $436K | Sell |
3,032
-302
| -9% | -$43.4K | 0.03% | 277 |
|
|
2018
Q4 | $387K | Sell |
3,334
-461
| -12% | -$53.5K | 0.03% | 270 |
|
|
2018
Q3 | $492K | Sell |
3,795
-1,076
| -22% | -$139K | 0.04% | 249 |
|
|
2018
Q2 | $486K | Buy |
4,871
+227
| +5% | +$22.6K | 0.04% | 244 |
|
|
2018
Q1 | $456K | Buy |
4,644
+26
| +0.6% | +$2.55K | 0.04% | 258 |
|
|
2017
Q4 | $452K | Sell |
4,618
-934
| -17% | -$91.4K | 0.04% | 280 |
|
|
2017
Q3 | $528K | Sell |
5,552
-409
| -7% | -$38.9K | 0.06% | 229 |
|
|
2017
Q2 | $534K | Sell |
5,961
-1,390
| -19% | -$125K | 0.06% | 215 |
|
|
2017
Q1 | $592K | Sell |
7,351
-209
| -3% | -$16.8K | 0.08% | 156 |
|
|
2016
Q4 | $575K | Buy |
7,560
+5,735
| +314% | +$436K | 0.09% | 151 |
|
|
2016
Q3 | $148K | Buy |
1,825
+1,820
| +36,400% | +$148K | 0.02% | 474 |
|
|
2016
Q2 | $0 | Sell |
5
-2,481
| -100% | – | ﹤0.01% | 1753 |
|
|
2016
Q1 | $162K | Buy |
+2,486
| New | +$162K | 0.03% | 410 |
|