AWAU
Alliance Wealth Advisors (Utah)’s Icon ICLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
2,288
+458
| +25% | +$66.6K | 0.08% | 208 |
|
|
2025
Q1 | $320K | Sell |
1,830
-314
| -15% | -$54.9K | 0.08% | 205 |
|
|
2024
Q4 | $450K | Sell |
2,144
-1,963
| -48% | -$412K | 0.12% | 165 |
|
|
2024
Q3 | $1.18M | Buy |
4,107
+91
| +2% | +$26.1K | 0.31% | 83 |
|
|
2024
Q2 | $1.26M | Sell |
4,016
-24
| -0.6% | -$7.52K | 0.37% | 71 |
|
|
2024
Q1 | $1.36M | Buy |
4,040
+472
| +13% | +$159K | 0.4% | 71 |
|
|
2023
Q4 | $1.01M | Buy |
3,568
+12
| +0.3% | +$3.4K | 0.34% | 74 |
|
|
2023
Q3 | $876K | Buy |
3,556
+74
| +2% | +$18.2K | 0.32% | 74 |
|
|
2023
Q2 | $871K | Buy |
3,482
+146
| +4% | +$36.5K | 0.32% | 74 |
|
|
2023
Q1 | $713K | Buy |
3,336
+227
| +7% | +$48.5K | 0.29% | 86 |
|
|
2022
Q4 | $604K | Buy |
+3,109
| New | +$604K | 0.27% | 89 |
|