EverSource Wealth 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 | $12.9K | Buy |
89
+40
| +82% | +$5.82K | ﹤0.01% | 2627 |
|
|
2025
Q1 | $8.58K | Sell |
49
-16
| -25% | -$2.8K | ﹤0.01% | 2191 |
|
|
2024
Q4 | $13.6K | Sell |
65
-283
| -81% | -$59.3K | ﹤0.01% | 1843 |
|
|
2024
Q3 | $100K | Sell |
348
-46
| -12% | -$13.2K | 0.01% | 789 |
|
|
2024
Q2 | $129K | Buy |
394
+111
| +39% | +$36.5K | 0.01% | 710 |
|
|
2024
Q1 | $84.3K | Buy |
283
+42
| +17% | +$12.5K | 0.01% | 773 |
|
|
2023
Q4 | $68.2K | Buy |
241
+19
| +9% | +$5.38K | 0.01% | 778 |
|
|
2023
Q3 | $54.7K | Buy |
222
+10
| +5% | +$2.46K | 0.01% | 773 |
|
|
2023
Q2 | $53K | Buy |
212
+208
| +5,200% | +$52K | 0.01% | 814 |
|
|
2023
Q1 | $854 | Buy |
+4
| New | +$854 | ﹤0.01% | 2146 |
|
|
2022
Q2 | – | Sell |
-36
| Closed | -$9K | – | 1790 |
|
|
2022
Q1 | $9K | Hold |
36
| – | – | ﹤0.01% | 1017 |
|
|
2021
Q4 | $11K | Buy |
+36
| New | +$11K | ﹤0.01% | 924 |
|