Winslow Evans & Crocker’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $159K | Buy |
890
+120
| +16% | +$21.4K | 0.03% | 365 |
|
|
2020
Q3 | $121K | Hold |
770
| – | – | 0.03% | 332 |
|
|
2020
Q2 | $109K | Hold |
770
| – | – | 0.03% | 344 |
|
|
2020
Q1 | $84K | Hold |
770
| – | – | 0.03% | 351 |
|
|
2019
Q4 | $120K | Sell |
770
-1,000
| -56% | -$156K | 0.03% | 372 |
|
|
2019
Q3 | $266K | Sell |
1,770
-280
| -14% | -$42.1K | 0.07% | 251 |
|
|
2019
Q2 | $330K | Hold |
2,050
| – | – | 0.09% | 228 |
|
|
2019
Q1 | $296K | Buy |
2,050
+1,000
| +95% | +$144K | 0.08% | 232 |
|
|
2018
Q4 | $122K | Hold |
1,050
| – | – | 0.04% | 327 |
|
|
2018
Q3 | $138K | Hold |
1,050
| – | – | 0.04% | 320 |
|
|
2018
Q2 | $106K | Sell |
1,050
-210
| -17% | -$21.2K | 0.03% | 358 |
|
|
2018
Q1 | $124K | Hold |
1,260
| – | – | 0.04% | 318 |
|
|
2017
Q4 | $123K | Sell |
1,260
-40
| -3% | -$3.92K | 0.04% | 329 |
|
|
2017
Q3 | $124K | Sell |
1,300
-675
| -34% | -$64.2K | 0.04% | 326 |
|
|
2017
Q2 | $174K | Sell |
1,975
-151
| -7% | -$13.3K | 0.05% | 337 |
|
|
2017
Q1 | $171K | Sell |
2,126
-780
| -27% | -$62.8K | 0.05% | 318 |
|
|
2016
Q4 | $221K | Sell |
2,906
-114
| -4% | -$8.67K | 0.07% | 277 |
|
|
2016
Q3 | $245K | Sell |
3,020
-156
| -5% | -$12.6K | 0.07% | 269 |
|
|
2016
Q2 | $207K | Sell |
3,176
-324
| -9% | -$21.2K | 0.06% | 275 |
|
|
2016
Q1 | $228K | Sell |
3,500
-1,000
| -22% | -$65.1K | 0.07% | 248 |
|
|
2015
Q4 | $309K | Buy |
4,500
+1,500
| +50% | +$103K | 0.09% | 221 |
|
|
2015
Q3 | $209K | Sell |
3,000
-50
| -2% | -$3.48K | 0.07% | 266 |
|
|
2015
Q2 | $221K | Sell |
3,050
-6,476
| -68% | -$470K | 0.06% | 291 |
|
|
2015
Q1 | $638K | Buy |
9,526
+7,476
| +365% | +$501K | 0.18% | 127 |
|
|
2014
Q4 | $121K | Buy |
2,050
+880
| +75% | +$51.8K | 0.03% | 373 |
|
|
2014
Q3 | $65.3K | Buy |
+1,170
| New | +$65.3K | 0.02% | 507 |
|