Beacon Investment Advisory Services’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 |
-6,500
| Closed | -$1.6M | – | 272 |
|
|
2023
Q3 | $1.6M | Hold |
6,500
| – | – | 0.08% | 129 |
|
|
2023
Q2 | $1.63M | Buy |
+6,500
| New | +$1.63M | 0.08% | 134 |
|
|
2019
Q1 | – | Sell |
-6,500
| Closed | -$840K | – | 241 |
|
|
2018
Q4 | $840K | Hold |
6,500
| – | – | 0.09% | 123 |
|
|
2018
Q3 | $999K | Hold |
6,500
| – | – | 0.1% | 117 |
|
|
2018
Q2 | $861K | Hold |
6,500
| – | – | 0.09% | 122 |
|
|
2018
Q1 | $768K | Buy |
+6,500
| New | +$768K | 0.08% | 129 |
|