Icon Wealth Partners’s Certara CERT Stock Holding History

Icon Wealth Partners’s Portfolio CERT Stock Details CERT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$123K	Sell
2023 Q2	$272K	Sell
2023 Q1	$409K	Buy
2022 Q2	$425K	Sell
2022 Q1	$517K	Buy
2021 Q4	$232K	Sell
2021 Q3	$891K	Buy