Dynasty Wealth Management’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Buy |
4,452
+688
| +18% | +$100K | 0.01% | 165 |
|
|
2025
Q1 | $659K | Sell |
3,764
-54
| -1% | -$9.45K | 0.01% | 184 |
|
|
2024
Q4 | $801K | Sell |
3,818
-3,336
| -47% | -$700K | 0.01% | 165 |
|
|
2024
Q3 | $2.06M | Buy |
7,154
+10
| +0.1% | +$2.87K | 0.06% | 69 |
|
|
2024
Q2 | $2.24M | Buy |
7,144
+253
| +4% | +$79.3K | 0.07% | 78 |
|
|
2024
Q1 | $2.32M | Buy |
+6,891
| New | +$2.32M | 0.07% | 68 |
|