CWM
Cadence Wealth Management’s ICL Group ICL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Buy |
87,900
+5,645
| +7% | +$38.7K | 0.4% | 33 |
|
|
2025
Q1 | $462K | Sell |
82,255
-11,649
| -12% | -$65.4K | 0.34% | 35 |
|
|
2024
Q4 | $465K | Buy |
93,904
+35,519
| +61% | +$176K | 0.31% | 32 |
|
|
2024
Q3 | $250K | Buy |
58,385
+854
| +1% | +$3.66K | 0.2% | 39 |
|
|
2024
Q2 | $246K | Buy |
57,531
+6,274
| +12% | +$26.9K | 0.17% | 41 |
|
|
2024
Q1 | $276K | Buy |
51,257
+117
| +0.2% | +$629 | 0.28% | 33 |
|
|
2023
Q4 | $256K | Buy |
+51,140
| New | +$256K | 0.2% | 32 |
|