IWP
CA

Icon Wealth Partners’s CA, Inc. CA Stock Holding History

Icon Wealth Partners’s Portfolio CA Stock Details CA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,735
Closed -$62K – 833
2018
Q2 		$62K Buy
+1,735
New +$62K 0.03% 330
2018
Q1 		– Sell
-1,971
Closed -$66K – 871
2017
Q4 		$66K Buy
+1,971
New +$66K 0.03% 348