Blue Barn Wealth’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1,090
| Closed | -$200K | – | 129 |
|
2022
Q3 | $200K | Buy |
1,090
+25
| +2% | +$4.59K | 0.14% | 115 |
|
2022
Q2 | $231K | Buy |
1,065
+29
| +3% | +$6.29K | 0.18% | 95 |
|
2022
Q1 | $252K | Buy |
1,036
+86
| +9% | +$20.9K | 0.17% | 94 |
|
2021
Q4 | $294K | Buy |
950
+5
| +0.5% | +$1.55K | 0.2% | 79 |
|
2021
Q3 | $248K | Buy |
+945
| New | +$248K | 0.22% | 87 |
|