Icon Wealth Partners’s Factset FDS Stock Holding History

Icon Wealth Partners’s Portfolio FDS Stock Details FDS 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	$132K	Hold
2023 Q2	$121K	Buy
2023 Q1	$122K	Buy
2019 Q2	–	Sell
2019 Q1	$84K	Buy
2018 Q3	–	Sell
2018 Q2	$64K	Buy
2018 Q1	–	Sell
2017 Q4	$63K	Buy