Bernardo Wealth Planning’s Icon ICLR Stock Holding History

Bernardo Wealth Planning’s Portfolio ICLR Stock Details ICLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$238K	Hold
2024 Q2	$252K	Hold
2024 Q1	$270K	Hold
2023 Q4	$228K	Buy
2023 Q3	–	Sell
2023 Q2	$201K	Buy
2022 Q1	–	Sell
2021 Q4	$249K	Hold
2021 Q3	$210K	Buy