HWA
HHM Wealth Advisors’s Icon ICLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14
| Closed | -$2.45K | – | 895 |
|
|
2025
Q1 | $2.45K | Hold |
14
| – | – | ﹤0.01% | 731 |
|
|
2024
Q4 | $2.94K | Hold |
14
| – | – | ﹤0.01% | 717 |
|
|
2024
Q3 | $4.02K | Buy |
+14
| New | +$4.02K | ﹤0.01% | 676 |
|
|
2023
Q4 | – | Sell |
-29
| Closed | -$7.14K | – | 778 |
|
|
2023
Q3 | $7.14K | Hold |
29
| – | – | ﹤0.01% | 570 |
|
|
2023
Q2 | $7.26K | Hold |
29
| – | – | ﹤0.01% | 598 |
|
|
2023
Q1 | $6.2K | Buy |
+29
| New | +$6.2K | ﹤0.01% | 609 |
|
|
2022
Q3 | – | Sell |
-37
| Closed | -$8K | – | 735 |
|
|
2022
Q2 | $8K | Buy |
+37
| New | +$8K | ﹤0.01% | 572 |
|