FWM
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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 Change in
Stake 		Trade Value 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 +$194K 0.12% 159

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