Cassady Schiller Wealth Management’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-100
| Closed | -$25K | – | 461 |
|
|
2023
Q2 | $25K | Hold |
100
| – | – | 0.01% | 265 |
|
|
2023
Q1 | $21.4K | Hold |
100
| – | – | 0.01% | 267 |
|
|
2022
Q4 | $19.4K | Buy |
+100
| New | +$19.4K | 0.01% | 270 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$31K | – | 330 |
|
|
2021
Q4 | $31K | Buy |
+100
| New | +$31K | 0.02% | 241 |
|