Zeke Capital Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $216K | Sell |
1,055
-126
| -11% | -$25.8K | 0.01% | 426 |
|
|
2022
Q3 | $214K | Sell |
1,181
-23
| -2% | -$4.17K | 0.02% | 416 |
|
|
2022
Q2 | $261K | Buy |
+1,204
| New | +$261K | 0.02% | 370 |
|
|
2020
Q1 | – | Sell |
-2,357
| Closed | -$364K | – | 372 |
|
|
2019
Q4 | $364K | Buy |
2,357
+25
| +1% | +$3.86K | 0.03% | 435 |
|
|
2019
Q3 | $348K | Buy |
2,332
+104
| +5% | +$15.5K | 0.03% | 425 |
|
|
2019
Q2 | $358K | Hold |
2,228
| – | – | 0.03% | 430 |
|
|
2019
Q1 | $320K | Buy |
2,228
+3
| +0.1% | +$431 | 0.03% | 456 |
|
|
2018
Q4 | $258K | Buy |
2,225
+7
| +0.3% | +$812 | 0.02% | 469 |
|
|
2018
Q3 | $288K | Hold |
2,218
| – | – | 0.02% | 528 |
|
|
2018
Q2 | $221K | Sell |
2,218
-4,457
| -67% | -$444K | 0.02% | 515 |
|
|
2018
Q1 | $655K | Buy |
6,675
+30
| +0.5% | +$2.94K | 0.06% | 274 |
|
|
2017
Q4 | $651K | Buy |
+6,645
| New | +$651K | 0.07% | 235 |
|