Clearstead Advisors’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9K | Sell |
144
-279
| -66% | -$40.6K | ﹤0.01% | 1604 |
|
|
2025
Q1 | $74K | Sell |
423
-22
| -5% | -$3.85K | ﹤0.01% | 1065 |
|
|
2024
Q4 | $93.3K | Sell |
445
-280
| -39% | -$58.7K | ﹤0.01% | 1041 |
|
|
2024
Q3 | $208K | Sell |
725
-17
| -2% | -$4.88K | ﹤0.01% | 850 |
|
|
2024
Q2 | $233K | Buy |
742
+703
| +1,803% | +$220K | ﹤0.01% | 772 |
|
|
2024
Q1 | $12.1K | Buy |
39
+14
| +56% | +$4.33K | ﹤0.01% | 1027 |
|
|
2023
Q4 | $7.08K | Buy |
25
+1
| +4% | +$283 | ﹤0.01% | 1113 |
|
|
2023
Q3 | $5.91K | Sell |
24
-559
| -96% | -$138K | ﹤0.01% | 1201 |
|
|
2023
Q2 | $146K | Buy |
583
+202
| +53% | +$50.5K | 0.01% | 489 |
|
|
2023
Q1 | $81.4K | Buy |
381
+369
| +3,075% | +$78.8K | 0.01% | 549 |
|
|
2022
Q4 | $2.33K | Sell |
12
-105
| -90% | -$20.4K | ﹤0.01% | 1065 |
|
|
2022
Q3 | $22K | Hold |
117
| – | – | ﹤0.01% | 754 |
|
|
2022
Q2 | $25K | Hold |
117
| – | – | ﹤0.01% | 745 |
|
|
2022
Q1 | $28K | Hold |
117
| – | – | ﹤0.01% | 785 |
|
|
2021
Q4 | $36K | Hold |
117
| – | – | ﹤0.01% | 709 |
|
|
2021
Q3 | $31K | Buy |
+117
| New | +$31K | ﹤0.01% | 695 |
|