IWA
Icon Wealth Advisors’s SPS Commerce SPSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,084
| Closed | -$199K | – | 527 |
|
|
2024
Q4 | $199K | Sell |
1,084
-79
| -7% | -$14.5K | 0.02% | 365 |
|
|
2024
Q3 | $226K | Sell |
1,163
-545
| -32% | -$106K | 0.02% | 337 |
|
|
2024
Q2 | $368K | Sell |
1,708
-380
| -18% | -$81.9K | 0.03% | 248 |
|
|
2024
Q1 | $386K | Sell |
2,088
-175
| -8% | -$32.4K | 0.04% | 237 |
|
|
2023
Q4 | $439K | Buy |
+2,263
| New | +$439K | 0.05% | 210 |
|