Icon Wealth Advisors’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,134
| Closed | -$214K | – | 533 |
|
|
2025
Q1 | $214K | Buy |
10,134
+25
| +0.2% | +$528 | 0.02% | 339 |
|
|
2024
Q4 | $183K | Buy |
10,109
+24
| +0.2% | +$434 | 0.02% | 387 |
|
|
2024
Q3 | $187K | Buy |
+10,085
| New | +$187K | 0.02% | 368 |
|
|
2024
Q2 | – | Sell |
-10,046
| Closed | -$165K | – | 482 |
|
|
2024
Q1 | $165K | Buy |
10,046
+46
| +0.5% | +$755 | 0.02% | 372 |
|
|
2023
Q4 | $143K | Buy |
+10,000
| New | +$143K | 0.01% | 367 |
|