Executive Wealth Management’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,441
| Closed | -$474K | – | 198 |
|
|
2022
Q4 | $474K | Buy |
2,441
+2,005
| +460% | +$389K | 0.06% | 135 |
|
|
2022
Q3 | $436 | Sell |
436
-3,012
| -87% | -$3.01K | 0.06% | 128 |
|
|
2022
Q2 | $747K | Sell |
3,448
-309
| -8% | -$66.9K | 0.1% | 117 |
|
|
2022
Q1 | $913K | Buy |
3,757
+84
| +2% | +$20.4K | 0.1% | 120 |
|
|
2021
Q4 | $1.14M | Buy |
3,673
+186
| +5% | +$57.6K | 0.11% | 116 |
|
|
2021
Q3 | $913K | Buy |
+3,487
| New | +$913K | 0.1% | 117 |
|