IWP
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Icon Wealth Partners’s ASE Group ASX Stock Holding History

Icon Wealth Partners’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-18,758
Closed -$81K – 210
2019
Q1 		$81K Buy
+18,758
New +$73.6K 0.03% 269
2018
Q2 		– Sell
-15,669
Closed -$114K – 828
2018
Q1 		$114K Buy
15,669
+205
+1% +$1.44K 0.06% 232
2017
Q4 		$100K Buy
+15,464
New +$98K 0.05% 278

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