BWP
Bernardo Wealth Planning’s Icon ICLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-805
| Closed | -$238K | – | 111 |
|
|
2024
Q3 | $238K | Hold |
805
| – | – | 0.06% | 102 |
|
|
2024
Q2 | $252K | Hold |
805
| – | – | 0.07% | 89 |
|
|
2024
Q1 | $270K | Hold |
805
| – | – | 0.08% | 84 |
|
|
2023
Q4 | $228K | Buy |
+805
| New | +$228K | 0.07% | 80 |
|
|
2023
Q3 | – | Sell |
-805
| Closed | -$201K | – | 88 |
|
|
2023
Q2 | $201K | Buy |
+805
| New | +$201K | 0.08% | 84 |
|
|
2022
Q1 | – | Sell |
-805
| Closed | -$249K | – | 93 |
|
|
2021
Q4 | $249K | Hold |
805
| – | – | 0.12% | 70 |
|
|
2021
Q3 | $210K | Buy |
+805
| New | +$210K | 0.12% | 71 |
|