WR Wealth Planners’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $19.1K | Buy |
97
+12
| +14% | +$2.36K | 0.01% | 469 |
|
|
2024
Q3 | $20.1K | Buy |
85
+11
| +15% | +$2.61K | 0.01% | 481 |
|
|
2024
Q2 | $15.6K | Buy |
74
+12
| +19% | +$2.54K | ﹤0.01% | 490 |
|
|
2024
Q1 | $15.7K | Buy |
+62
| New | +$15.7K | ﹤0.01% | 501 |
|
|
2023
Q4 | – | Sell |
-57
| Closed | -$11.2K | – | 517 |
|
|
2023
Q3 | $11.2K | Buy |
57
+10
| +21% | +$1.97K | ﹤0.01% | 530 |
|
|
2023
Q2 | $10.6K | Buy |
47
+1
| +2% | +$225 | ﹤0.01% | 553 |
|
|
2023
Q1 | $9.15K | Buy |
+46
| New | +$9.15K | ﹤0.01% | 578 |
|
|
2022
Q4 | – | Sell |
-1
| Closed | -$181 | – | 523 |
|
|
2022
Q3 | $181 | Buy |
+1
| New | +$181 | ﹤0.01% | 492 |
|