Icon Wealth Partners’s CRH CRH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $128K | Buy |
2,338
+457
| +24% | +$25K | 0.01% | 343 |
|
|
2023
Q2 | $105K | Sell |
1,881
-1,534
| -45% | -$85.5K | 0.01% | 403 |
|
|
2023
Q1 | $174K | Buy |
+3,415
| New | +$174K | 0.02% | 334 |
|
|
2022
Q2 | $304K | Sell |
8,736
-814
| -9% | -$28.3K | 0.04% | 241 |
|
|
2022
Q1 | $383K | Sell |
9,550
-475
| -5% | -$19.1K | 0.04% | 241 |
|
|
2021
Q4 | $529K | Buy |
10,025
+193
| +2% | +$10.2K | 0.05% | 208 |
|
|
2021
Q3 | $460K | Buy |
9,832
+1,092
| +12% | +$51.1K | 0.05% | 227 |
|
|
2021
Q2 | $444K | Buy |
8,740
+3,172
| +57% | +$161K | 0.05% | 234 |
|
|
2021
Q1 | $262K | Buy |
+5,568
| New | +$262K | 0.03% | 285 |
|
|
2019
Q2 | – | Sell |
-161
| Closed | -$5K | – | 293 |
|
|
2019
Q1 | $5K | Buy |
+161
| New | +$5K | ﹤0.01% | 750 |
|
|
2018
Q3 | – | Sell |
-247
| Closed | -$9K | – | 369 |
|
|
2018
Q2 | $9K | Buy |
+247
| New | +$9K | ﹤0.01% | 702 |
|
|
2018
Q1 | – | Sell |
-1,263
| Closed | -$46K | – | 360 |
|
|
2017
Q4 | $46K | Buy |
+1,263
| New | +$46K | 0.02% | 439 |
|