Cetera Advisors’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.34M | Buy |
3,981
+1,378
| +53% | +$463K | 0.01% | 1014 |
|
|
2023
Q4 | $737K | Sell |
2,603
-23
| -0.9% | -$6.51K | 0.01% | 911 |
|
|
2023
Q3 | $647K | Buy |
2,626
+399
| +18% | +$98.3K | 0.01% | 920 |
|
|
2023
Q2 | $557K | Sell |
2,227
-82
| -4% | -$20.5K | 0.01% | 997 |
|
|
2023
Q1 | $493K | Sell |
2,309
-123
| -5% | -$26.3K | 0.01% | 1023 |
|
|
2022
Q4 | $472K | Buy |
+2,432
| New | +$472K | 0.01% | 1006 |
|
|
2022
Q1 | – | Sell |
-665
| Closed | -$206K | – | 1454 |
|
|
2021
Q4 | $206K | Buy |
+665
| New | +$206K | ﹤0.01% | 1312 |
|
|
2019
Q1 | – | Sell |
-1,618
| Closed | -$209K | – | 1256 |
|
|
2018
Q4 | $209K | Buy |
1,618
+279
| +21% | +$36K | 0.01% | 750 |
|
|
2018
Q3 | $207K | Buy |
+1,339
| New | +$207K | 0.01% | 870 |
|