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Forza Wealth Management’s Icon ICLR Stock Holding History

Forza Wealth Management’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-751
Closed -$216K – 184
2024
Q3 		$216K Hold
751
– – 0.1% 173
2024
Q2 		$235K Hold
751
– – 0.12% 159
2024
Q1 		$252K Hold
751
– – 0.13% 152
2023
Q4 		$213K Buy
+751
New +$213K 0.12% 159