IWA
Icon Wealth Advisors’s Stellus Capital Investment Corp SCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
135,214
+125
| +0.1% | +$1.74K | 0.13% | 121 |
|
|
2025
Q1 | $1.89M | Buy |
135,089
+3,612
| +3% | +$50.6K | 0.16% | 106 |
|
|
2024
Q4 | $1.81M | Buy |
131,477
+12
| +0% | +$165 | 0.15% | 105 |
|
|
2024
Q3 | $1.8M | Buy |
131,465
+8
| +0% | +$110 | 0.15% | 101 |
|
|
2024
Q2 | $1.84M | Buy |
131,457
+15
| +0% | +$210 | 0.16% | 95 |
|
|
2024
Q1 | $1.72M | Buy |
131,442
+389
| +0.3% | +$5.09K | 0.16% | 109 |
|
|
2023
Q4 | $1.68M | Buy |
+131,053
| New | +$1.68M | 0.18% | 100 |
|