Carson Wealth (CWM LLC)’s Icon ICLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32K | Sell |
222
-46
| -17% | -$6.63K | ﹤0.01% | 3611 |
|
|
2025
Q1 | $47K | Buy |
268
+23
| +9% | +$4.03K | ﹤0.01% | 3033 |
|
|
2024
Q4 | $51K | Sell |
245
-180
| -42% | -$37.5K | ﹤0.01% | 2781 |
|
|
2024
Q3 | $122K | Sell |
425
-365
| -46% | -$105K | ﹤0.01% | 2072 |
|
|
2024
Q2 | $248K | Buy |
790
+66
| +9% | +$20.7K | ﹤0.01% | 1471 |
|
|
2024
Q1 | $243K | Sell |
724
-8
| -1% | -$2.69K | ﹤0.01% | 1423 |
|
|
2023
Q4 | $207K | Buy |
732
+128
| +21% | +$36.2K | ﹤0.01% | 1412 |
|
|
2023
Q3 | $149K | Buy |
604
+57
| +10% | +$14.1K | ﹤0.01% | 1430 |
|
|
2023
Q2 | $137K | Buy |
547
+71
| +15% | +$17.8K | ﹤0.01% | 1404 |
|
|
2023
Q1 | $102K | Sell |
476
-133
| -22% | -$28.5K | ﹤0.01% | 1481 |
|
|
2022
Q4 | $118K | Buy |
609
+133
| +28% | +$25.8K | ﹤0.01% | 1303 |
|
|
2022
Q3 | $87K | Sell |
476
-17
| -3% | -$3.11K | ﹤0.01% | 1394 |
|
|
2022
Q2 | $107K | Sell |
493
-73
| -13% | -$15.8K | ﹤0.01% | 1293 |
|
|
2022
Q1 | $138K | Buy |
566
+103
| +22% | +$25.1K | ﹤0.01% | 1196 |
|
|
2021
Q4 | $143K | Buy |
+463
| New | +$143K | ﹤0.01% | 1158 |
|
|
2021
Q2 | $22K | Hold |
105
| – | – | ﹤0.01% | 1745 |
|
|
2021
Q1 | $22K | Hold |
105
| – | – | ﹤0.01% | 1745 |
|
|
2020
Q4 | $22K | Hold |
105
| – | – | ﹤0.01% | 1745 |
|
|
2020
Q3 | $22K | Hold |
105
| – | – | ﹤0.01% | 1745 |
|
|
2020
Q2 | $22K | Hold |
105
| – | – | ﹤0.01% | 1745 |
|
|
2020
Q1 | $22K | Hold |
105
| – | – | ﹤0.01% | 1745 |
|
|
2019
Q4 | $22K | Hold |
105
| – | – | ﹤0.01% | 1745 |
|
|
2019
Q3 | $22K | Hold |
105
| – | – | ﹤0.01% | 1745 |
|
|
2019
Q2 | $22K | Hold |
105
| – | – | ﹤0.01% | 1745 |
|
|
2019
Q1 | $22K | Sell |
105
-107
| -50% | -$22.4K | ﹤0.01% | 1745 |
|
|
2018
Q4 | $27K | Buy |
212
+144
| +212% | +$18.3K | ﹤0.01% | 1044 |
|
|
2018
Q3 | $10K | Buy |
68
+18
| +36% | +$2.65K | ﹤0.01% | 1147 |
|
|
2018
Q2 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 1102 |
|