Community Financial Services Group’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-825
| Closed | -$237K | – | 122 |
|
|
2024
Q3 | $237K | Sell |
825
-55
| -6% | -$15.8K | 0.05% | 113 |
|
|
2024
Q2 | $276K | Sell |
880
-405
| -32% | -$127K | 0.06% | 113 |
|
|
2024
Q1 | $432K | Buy |
+1,285
| New | +$432K | 0.1% | 112 |
|
|
2023
Q3 | $1.26M | Buy |
+5,099
| New | +$1.26M | 0.32% | 50 |
|
|
2021
Q4 | $1.28M | Buy |
4,123
+1,655
| +67% | +$513K | 0.32% | 51 |
|
|
2021
Q3 | $647K | Buy |
+2,468
| New | +$647K | 0.18% | 64 |
|