GC Wealth Management RIA’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,042
| Closed | -$299K | – | 303 |
|
|
2024
Q3 | $299K | Buy |
1,042
+14
| +1% | +$4.02K | 0.05% | 251 |
|
|
2024
Q2 | $322K | Sell |
1,028
-43
| -4% | -$13.5K | 0.06% | 221 |
|
|
2024
Q1 | $360K | Buy |
1,071
+85
| +9% | +$28.6K | 0.07% | 196 |
|
|
2023
Q4 | $279K | Buy |
+986
| New | +$279K | 0.13% | 169 |
|