IWA
Icon Wealth Advisors’s Charles River Laboratories CRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-813
| Closed | -$122K | – | 518 |
|
|
2025
Q1 | $122K | Sell |
813
-404
| -33% | -$60.8K | 0.01% | 445 |
|
|
2024
Q4 | $225K | Sell |
1,217
-281
| -19% | -$51.9K | 0.02% | 352 |
|
|
2024
Q3 | $295K | Sell |
1,498
-468
| -24% | -$92.2K | 0.02% | 300 |
|
|
2024
Q2 | $480K | Sell |
1,966
-361
| -16% | -$88.1K | 0.04% | 214 |
|
|
2024
Q1 | $630K | Sell |
2,327
-93
| -4% | -$25.2K | 0.06% | 180 |
|
|
2023
Q4 | $572K | Buy |
+2,420
| New | +$572K | 0.06% | 172 |
|
|
2022
Q4 | $460K | Buy |
2,111
+19
| +0.9% | +$4.14K | 0.05% | 199 |
|
|
2022
Q3 | $412K | Buy |
+2,092
| New | +$412K | 0.05% | 196 |
|