Crewe 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 | $21.1K | Hold |
145
| – | – | ﹤0.01% | 361 |
|
|
2025
Q1 | $25.4K | Buy |
+145
| New | +$25.4K | ﹤0.01% | 323 |
|
|
2024
Q3 | – | Sell |
-177
| Closed | -$55.5K | – | 845 |
|
|
2024
Q2 | $55.5K | Buy |
177
+161
| +1,006% | +$50.5K | 0.01% | 355 |
|
|
2024
Q1 | $5.38K | Buy |
+16
| New | +$5.38K | ﹤0.01% | 714 |
|
|
2023
Q4 | – | Sell |
-14
| Closed | -$3.45K | – | 557 |
|
|
2023
Q3 | $3.45K | Hold |
14
| – | – | ﹤0.01% | 313 |
|
|
2023
Q2 | $3.5K | Sell |
14
-191
| -93% | -$47.8K | ﹤0.01% | 497 |
|
|
2023
Q1 | $43.8K | Sell |
205
-82
| -29% | -$17.5K | 0.01% | 324 |
|
|
2022
Q4 | $55.8K | Hold |
287
| – | – | 0.01% | 296 |
|
|
2022
Q3 | $53K | Buy |
287
+54
| +23% | +$9.97K | 0.01% | 313 |
|
|
2022
Q2 | $50K | Buy |
+233
| New | +$50K | 0.01% | 297 |
|