Winfield Associates’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-146
| Closed | -$15K | – | 368 |
|
|
2017
Q4 | $15K | Sell |
146
-22
| -13% | -$2.26K | 0.01% | 363 |
|
|
2017
Q3 | $16K | Hold |
168
| – | – | 0.01% | 337 |
|
|
2017
Q2 | $15K | Buy |
168
+39
| +30% | +$3.48K | 0.01% | 336 |
|
|
2017
Q1 | $10K | Buy |
129
+89
| +223% | +$6.9K | 0.01% | 388 |
|
|
2016
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 507 |
|
|
2016
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 486 |
|
|
2016
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 475 |
|
|
2016
Q1 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 445 |
|