Financial Synergies Wealth Advisors’s Icon ICLR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4	Closed	-$1.34K	–	242
2024 Q1	$1.34K	Buy	+4	New	+$1.34K	﹤0.01%	367
2023 Q4	–	Sell	-4	Closed	-$985	–	508
2023 Q3	$985	Buy	+4	New	+$985	﹤0.01%	376