Wintrust Investments’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-197
| Closed | -$46K | – | 473 |
|
|
2024
Q3 | $46K | Sell |
197
-1,777
| -90% | -$415K | 0.03% | 323 |
|
|
2024
Q2 | $417K | Hold |
1,974
| – | – | 0.03% | 315 |
|
|
2024
Q1 | $499K | Buy |
1,974
+100
| +5% | +$25.3K | 0.04% | 286 |
|
|
2023
Q4 | $434K | Buy |
+1,874
| New | +$434K | 0.04% | 293 |
|
|
2020
Q2 | – | Sell |
-2,500
| Closed | -$300K | – | 364 |
|
|
2020
Q1 | $300K | Buy |
+2,500
| New | +$300K | 0.05% | 238 |
|