Financial Advocates Investment 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 | – | Sell |
-2,229
| Closed | -$390K | – | 675 |
|
|
2025
Q1 | $390K | Sell |
2,229
-479
| -18% | -$83.8K | 0.03% | 488 |
|
|
2024
Q4 | $568K | Buy |
2,708
+345
| +15% | +$72.4K | 0.03% | 416 |
|
|
2024
Q3 | $679K | Buy |
2,363
+49
| +2% | +$14.1K | 0.04% | 388 |
|
|
2024
Q2 | $725K | Buy |
2,314
+369
| +19% | +$116K | 0.05% | 359 |
|
|
2024
Q1 | $653K | Buy |
1,945
+20
| +1% | +$6.72K | 0.04% | 402 |
|
|
2023
Q4 | $545K | Buy |
1,925
+20
| +1% | +$5.66K | 0.04% | 415 |
|
|
2023
Q3 | $469K | Buy |
1,905
+457
| +32% | +$113K | 0.03% | 426 |
|
|
2023
Q2 | $362K | Sell |
1,448
-343
| -19% | -$85.8K | 0.03% | 466 |
|
|
2023
Q1 | $383K | Sell |
1,791
-384
| -18% | -$82K | 0.03% | 480 |
|
|
2022
Q4 | $422K | Buy |
+2,175
| New | +$422K | 0.03% | 475 |
|
|
2022
Q3 | – | Sell |
-2,261
| Closed | -$490K | – | 778 |
|
|
2022
Q2 | $490K | Buy |
+2,261
| New | +$490K | 0.04% | 398 |
|