Baystate Wealth Management’s Icon ICLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$493 Sell
2023
Q2
$3.75K Sell
2023
Q1
$13.2K Buy
2022
Q4
$10K Buy