Icon Wealth Partners’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $198K | Buy |
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|
2022
Q2 | $555K | Sell |
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|
2022
Q1 | $653K | Sell |
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|
2021
Q4 | $846K | Buy |
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|
2021
Q3 | $701K | Buy |
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|
2021
Q2 | $431K | Buy |
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|
2021
Q1 | $335K | Buy |
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|
2020
Q4 | $311K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $276K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $22K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $18K | Buy |
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