Heritage Wealth Management (Arizona)’s Icon ICLR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$1.26M	Buy	6,490 +3,819	+143%	+$742K	0.18%	94
2022 Q3	$491K	Sell	2,671 -68	-2%	-$12.5K	0.16%	101
2022 Q2	$594K	Buy	2,739 +324	+13%	+$70.2K	0.2%	86
2022 Q1	$587K	Buy	+2,415	New	+$587K	0.16%	102