Wealthspire Advisors (New York)’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,223
| Closed | -$236K | – | 517 |
|
|
2021
Q1 | $236K | Buy |
1,223
+104
| +9% | +$20.1K | 0.01% | 628 |
|
|
2020
Q4 | $200K | Buy |
+1,119
| New | +$200K | 0.01% | 555 |
|
|
2020
Q2 | – | Sell |
-2,434
| Closed | -$263K | – | 401 |
|
|
2020
Q1 | $263K | Buy |
+2,434
| New | +$263K | 0.01% | 418 |
|
|
2019
Q1 | – | Sell |
-66
| Closed | -$8K | – | 413 |
|
|
2018
Q4 | $8K | Buy |
+66
| New | +$8K | ﹤0.01% | 559 |
|