IWA
Icon Wealth Advisors’s CRH CRH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,742
| Closed | -$241K | – | 517 |
|
|
2025
Q1 | $241K | Sell |
2,742
-531
| -16% | -$46.7K | 0.02% | 319 |
|
|
2024
Q4 | $303K | Sell |
3,273
-245
| -7% | -$22.7K | 0.02% | 298 |
|
|
2024
Q3 | $326K | Sell |
3,518
-5
| -0.1% | -$464 | 0.03% | 280 |
|
|
2024
Q2 | $302K | Sell |
3,523
-309
| -8% | -$26.5K | 0.03% | 282 |
|
|
2024
Q1 | $331K | Buy |
3,832
+566
| +17% | +$48.8K | 0.03% | 264 |
|
|
2023
Q4 | $226K | Buy |
+3,266
| New | +$226K | 0.02% | 309 |
|
|
2022
Q4 | – | Sell |
-5,754
| Closed | -$185K | – | 348 |
|
|
2022
Q3 | $185K | Buy |
+5,754
| New | +$185K | 0.02% | 305 |
|