AWM
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Avitas Wealth Management’s Icon ICLR Stock Holding History

Avitas Wealth Management’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$281K Buy
1,341
+262
+24% +$54.9K 0.04% 182
2024
Q3 		$310K Sell
1,079
-83
-7% -$23.8K 0.04% 184
2024
Q2 		$364K Sell
1,162
-66
-5% -$20.7K 0.05% 181
2024
Q1 		$413K Buy
+1,228
New +$413K 0.06% 180