Icon Wealth Partners’s Definitive Healthcare DH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,977
Closed -$121K 403
2023
Q2
$121K Sell
10,977
-1,535
-12% -$16.9K 0.01% 377
2023
Q1
$129K Buy
+12,512
New +$129K 0.01% 367
2022
Q2
$334K Buy
+14,581
New +$334K 0.04% 232