IWA
TEAM icon

Icon Wealth Advisors’s Atlassian TEAM Stock Holding History

Icon Wealth Advisors’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-782
Closed -$165K – 402
2022
Q3 		$165K Buy
+782
New +$165K 0.02% 320