Harvest Group Wealth Management’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-194
| Closed | -$38K | – | 341 |
|
|
2020
Q4 | $38K | Hold |
194
| – | – | 0.02% | 117 |
|
|
2020
Q3 | $37K | Hold |
194
| – | – | 0.03% | 111 |
|
|
2020
Q2 | $32K | Buy |
194
+56
| +41% | +$9.24K | 0.03% | 111 |
|
|
2020
Q1 | $18K | Hold |
138
| – | – | 0.02% | 144 |
|
|
2019
Q4 | $23K | Hold |
138
| – | – | 0.02% | 142 |
|
|
2019
Q3 | $20K | Hold |
138
| – | – | 0.02% | 159 |
|
|
2019
Q2 | $21K | Buy |
138
+16
| +13% | +$2.44K | 0.03% | 147 |
|
|
2019
Q1 | $17K | Buy |
+122
| New | +$17K | 0.02% | 178 |
|