Baystate Wealth Management’s Icon ICLR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2	Closed	-$493	–	1338
2023 Q3	$493	Sell	2 -13	-87%	-$3.21K	﹤0.01%	940
2023 Q2	$3.75K	Sell	15 -47	-76%	-$11.8K	﹤0.01%	750
2023 Q1	$13.2K	Buy	62 +13	+27%	+$2.78K	﹤0.01%	516
2022 Q4	$10K	Buy	+49	New	+$10K	﹤0.01%	571