CreativeOne Wealth’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,738
| Closed | -$503K | – | 755 |
|
|
2022
Q3 | $503K | Buy |
2,738
+50
| +2% | +$9.19K | 0.03% | 406 |
|
|
2022
Q2 | $582K | Sell |
2,688
-13
| -0.5% | -$2.82K | 0.03% | 371 |
|
|
2022
Q1 | $657K | Buy |
2,701
+30
| +1% | +$7.3K | 0.03% | 361 |
|
|
2021
Q4 | $827K | Buy |
+2,671
| New | +$827K | 0.04% | 330 |
|