CM Wealth Advisors’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	-925	Closed	-$233K	–	119
2023 Q2	$233K	Sell	925 -9,238	-91%	-$2.33M	0.08%	141
2023 Q1	$2.04M	Buy	+10,163	New	+$2.04M	0.4%	51