Envestnet Portfolio Solutions’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
1,454
-3,623
| -71% | -$527K | ﹤0.01% | 1484 |
|
|
2025
Q1 | $888K | Sell |
5,077
-9,148
| -64% | -$1.6M | ﹤0.01% | 836 |
|
|
2024
Q4 | $2.98M | Sell |
14,225
-2,121
| -13% | -$445K | 0.01% | 537 |
|
|
2024
Q3 | $4.7M | Buy |
16,346
+272
| +2% | +$78.1K | 0.02% | 409 |
|
|
2024
Q2 | $5.04M | Sell |
16,074
-964
| -6% | -$302K | 0.02% | 368 |
|
|
2024
Q1 | $5.72M | Sell |
17,038
-1,332
| -7% | -$447K | 0.02% | 345 |
|
|
2023
Q4 | $5.2M | Buy |
18,370
+623
| +4% | +$176K | 0.02% | 319 |
|
|
2023
Q3 | $4.37M | Buy |
+17,747
| New | +$4.37M | 0.02% | 342 |
|