Atria Wealth Solutions’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,424
| Closed | -$249K | – | 1677 |
|
|
2025
Q1 | $249K | Buy |
1,424
+351
| +33% | +$61.4K | ﹤0.01% | 1584 |
|
|
2024
Q4 | $225K | Sell |
1,073
-1,205
| -53% | -$253K | ﹤0.01% | 1717 |
|
|
2024
Q3 | $654K | Buy |
2,278
+14
| +0.6% | +$4.02K | 0.01% | 1098 |
|
|
2024
Q2 | $710K | Buy |
2,264
+370
| +20% | +$116K | 0.01% | 1044 |
|
|
2024
Q1 | $636K | Buy |
1,894
+638
| +51% | +$214K | 0.01% | 1131 |
|
|
2023
Q4 | $356K | Buy |
1,256
+98
| +8% | +$27.7K | ﹤0.01% | 1373 |
|
|
2023
Q3 | $285K | Buy |
1,158
+243
| +27% | +$59.8K | ﹤0.01% | 1438 |
|
|
2023
Q2 | $229K | Sell |
915
-23
| -2% | -$5.76K | ﹤0.01% | 1605 |
|
|
2023
Q1 | $200K | Buy |
+938
| New | +$200K | ﹤0.01% | 1670 |
|
|
2022
Q3 | – | Sell |
-1,266
| Closed | -$274K | – | 1780 |
|
|
2022
Q2 | $274K | Buy |
+1,266
| New | +$274K | 0.01% | 1236 |
|