Icon Wealth Partners’s OrthoPediatrics KIDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $106K | Sell |
3,318
-2,571
| -44% | -$82.3K | 0.01% | 381 |
|
|
2023
Q2 | $258K | Sell |
5,889
-866
| -13% | -$38K | 0.03% | 279 |
|
|
2023
Q1 | $299K | Buy |
+6,755
| New | +$299K | 0.03% | 257 |
|
|
2022
Q2 | $335K | Sell |
7,774
-1,709
| -18% | -$73.6K | 0.04% | 231 |
|
|
2022
Q1 | $512K | Sell |
9,483
-427
| -4% | -$23.1K | 0.05% | 206 |
|
|
2021
Q4 | $593K | Sell |
9,910
-693
| -7% | -$41.5K | 0.06% | 195 |
|
|
2021
Q3 | $695K | Buy |
10,603
+505
| +5% | +$33.1K | 0.07% | 188 |
|
|
2021
Q2 | $638K | Buy |
10,098
+1,310
| +15% | +$82.8K | 0.07% | 205 |
|
|
2021
Q1 | $428K | Buy |
8,788
+1,784
| +25% | +$86.9K | 0.05% | 229 |
|
|
2020
Q4 | $289K | Buy |
7,004
+1,541
| +28% | +$63.6K | 0.05% | 236 |
|
|
2020
Q3 | $251K | Buy |
+5,463
| New | +$251K | 0.05% | 219 |
|