Cavalier Investments’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,060
| Closed | -$235K | – | 156 |
|
|
2017
Q3 | $235K | Hold |
2,060
| – | – | 0.11% | 133 |
|
|
2017
Q2 | $201K | Sell |
2,060
-720
| -26% | -$70.3K | 0.11% | 141 |
|
|
2017
Q1 | $222K | Sell |
2,780
-555
| -17% | -$44.3K | 0.12% | 137 |
|
|
2016
Q4 | $251K | Sell |
3,335
-1,489
| -31% | -$112K | 0.16% | 100 |
|
|
2016
Q3 | $373K | Buy |
+4,824
| New | +$373K | 0.23% | 75 |
|