IWA
Icon Wealth Advisors’s Ferrari RACE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Sell |
341
-11
| -3% | -$5.4K | 0.01% | 402 |
|
|
2025
Q1 | $151K | Sell |
352
-79
| -18% | -$33.8K | 0.01% | 399 |
|
|
2024
Q4 | $183K | Sell |
431
-5
| -1% | -$2.12K | 0.02% | 385 |
|
|
2024
Q3 | $205K | Buy |
436
+34
| +8% | +$16K | 0.02% | 354 |
|
|
2024
Q2 | $166K | Buy |
402
+60
| +18% | +$24.8K | 0.01% | 364 |
|
|
2024
Q1 | $149K | Buy |
+342
| New | +$149K | 0.01% | 391 |
|