Global Retirement Partners’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.5K | Buy |
+258
| New | +$37.5K | ﹤0.01% | 1935 |
|
|
2024
Q4 | $296K | Buy |
1,412
+370
| +36% | +$77.6K | 0.01% | 805 |
|
|
2024
Q3 | $299K | Buy |
1,042
+37
| +4% | +$10.6K | 0.01% | 781 |
|
|
2024
Q2 | $315K | Buy |
1,005
+245
| +32% | +$76.8K | 0.01% | 727 |
|
|
2024
Q1 | $255K | Buy |
760
+90
| +13% | +$30.2K | 0.01% | 707 |
|
|
2023
Q4 | $168K | Buy |
670
+37
| +6% | +$9.28K | 0.01% | 827 |
|
|
2023
Q3 | $152K | Sell |
633
-16
| -2% | -$3.85K | 0.01% | 778 |
|
|
2023
Q2 | $162K | Sell |
649
-5
| -0.8% | -$1.25K | 0.01% | 771 |
|
|
2023
Q1 | $121K | Buy |
654
+229
| +54% | +$42.5K | 0.01% | 842 |
|
|
2022
Q4 | $82.6K | Buy |
425
+153
| +56% | +$29.7K | 0.01% | 877 |
|
|
2022
Q3 | $54K | Buy |
272
+217
| +395% | +$43.1K | ﹤0.01% | 987 |
|
|
2022
Q2 | $12K | Hold |
55
| – | – | ﹤0.01% | 1547 |
|
|
2022
Q1 | $12K | Buy |
+55
| New | +$12K | ﹤0.01% | 1550 |
|
|
2021
Q4 | – | Sell |
-25
| Closed | -$7K | – | 945 |
|
|
2021
Q3 | $7K | Sell |
25
-5
| -17% | -$1.4K | ﹤0.01% | 1518 |
|
|
2021
Q2 | $6K | Hold |
30
| – | – | ﹤0.01% | 1519 |
|
|
2021
Q1 | $6K | Sell |
30
-243
| -89% | -$48.6K | ﹤0.01% | 1423 |
|
|
2020
Q4 | $53K | Buy |
273
+23
| +9% | +$4.47K | 0.01% | 704 |
|
|
2020
Q3 | $48K | Sell |
250
-56
| -18% | -$10.8K | 0.01% | 651 |
|
|
2020
Q2 | $52K | Sell |
306
-94
| -24% | -$16K | 0.01% | 630 |
|
|
2020
Q1 | $54K | Buy |
400
+43
| +12% | +$5.81K | 0.01% | 545 |
|
|
2019
Q4 | $61K | Buy |
357
+51
| +17% | +$8.71K | 0.01% | 595 |
|
|
2019
Q3 | $45K | Buy |
306
+13
| +4% | +$1.91K | 0.01% | 648 |
|
|
2019
Q2 | $45K | Buy |
293
+13
| +5% | +$2K | 0.01% | 633 |
|
|
2019
Q1 | $38K | Sell |
280
-2
| -0.7% | -$271 | 0.01% | 617 |
|
|
2018
Q4 | $36K | Sell |
282
-41
| -13% | -$5.23K | 0.01% | 589 |
|
|
2018
Q3 | $50K | Sell |
323
-18
| -5% | -$2.79K | 0.01% | 566 |
|
|
2018
Q2 | $45K | Hold |
341
| – | – | 0.01% | 562 |
|
|
2018
Q1 | $40K | Sell |
341
-2
| -0.6% | -$235 | 0.01% | 582 |
|
|
2017
Q4 | $38K | Hold |
343
| – | – | 0.01% | 569 |
|
|
2017
Q3 | $39K | Buy |
343
+7
| +2% | +$796 | 0.02% | 487 |
|
|
2017
Q2 | $33K | Buy |
336
+20
| +6% | +$1.96K | 0.02% | 487 |
|
|
2017
Q1 | $25K | Buy |
316
+51
| +19% | +$4.04K | 0.01% | 508 |
|
|
2016
Q4 | $20K | Buy |
+265
| New | +$20K | 0.01% | 512 |
|