Worth Asset Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-29
| Closed | -$6.52K | – | 246 |
|
|
2023
Q2 | $6.52K | Hold |
29
| – | – | 0.01% | 343 |
|
|
2023
Q1 | $5.77K | Hold |
29
| – | – | ﹤0.01% | 362 |
|
|
2022
Q4 | $5.94K | Hold |
29
| – | – | ﹤0.01% | 348 |
|
|
2022
Q3 | $5K | Sell |
29
-54
| -65% | -$9.31K | ﹤0.01% | 348 |
|
|
2022
Q2 | $18K | Sell |
83
-5
| -6% | -$1.08K | 0.01% | 307 |
|
|
2022
Q1 | $18K | Buy |
+88
| New | +$18K | 0.01% | 312 |
|