Financial Architects (New Jersey)’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-49
| Closed | -$5K | – | 1322 |
|
|
2017
Q4 | $5K | Sell |
49
-3
| -6% | -$306 | ﹤0.01% | 1156 |
|
|
2017
Q3 | $6K | Hold |
52
| – | – | ﹤0.01% | 1144 |
|
|
2017
Q2 | $5K | Buy |
52
+2
| +4% | +$192 | ﹤0.01% | 1166 |
|
|
2017
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 1227 |
|
|
2016
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 1168 |
|
|
2016
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 1163 |
|
|
2016
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 1142 |
|
|
2016
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 905 |
|
|
2015
Q3 | – | Sell |
-2,050
| Closed | -$138K | – | 517 |
|
|
2015
Q2 | $138K | Buy |
+2,050
| New | +$138K | 0.05% | 244 |
|
|
2015
Q1 | – | Sell |
-1,500
| Closed | -$76K | – | 958 |
|
|
2014
Q4 | $76K | Hold |
1,500
| – | – | 0.03% | 293 |
|
|
2014
Q3 | $86K | Hold |
1,500
| – | – | 0.04% | 246 |
|
|
2014
Q2 | $71K | Buy |
+1,500
| New | +$71K | 0.03% | 279 |
|