IWA
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Icon Wealth Advisors’s Rentokil RTO Stock Holding History

Icon Wealth Advisors’s Portfolio RTO Stock Details RTO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,418
Closed -$168K – 493
2024
Q2 		$168K Sell
5,418
-291
-5% -$9.02K 0.01% 362
2024
Q1 		$172K Buy
5,709
+1,637
+40% +$49.4K 0.02% 361
2023
Q4 		$117K Buy
+4,072
New +$117K 0.01% 405