GeoWealth Management’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-298
| Closed | -$62.5K | – | 1417 |
|
|
2024
Q4 | $62.5K | Sell |
298
-232
| -44% | -$48.7K | ﹤0.01% | 1085 |
|
|
2024
Q3 | $152K | Sell |
530
-106
| -17% | -$30.5K | 0.01% | 792 |
|
|
2024
Q2 | $199K | Sell |
636
-371
| -37% | -$116K | 0.01% | 690 |
|
|
2024
Q1 | $338K | Buy |
1,007
+269
| +36% | +$90.4K | 0.01% | 539 |
|
|
2023
Q4 | $209K | Buy |
+738
| New | +$209K | 0.02% | 497 |
|