Icon Wealth Partners’s OrthoPediatrics KIDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $106K | Sell |
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|
2023
Q2 | $258K | Sell |
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|
2023
Q1 | $299K | Buy |
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|
2022
Q2 | $335K | Sell |
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|
2022
Q1 | $512K | Sell |
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|
2021
Q4 | $593K | Sell |
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|
2021
Q3 | $695K | Buy |
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|
2021
Q2 | $638K | Buy |
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|
2021
Q1 | $428K | Buy |
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|
2020
Q4 | $289K | Buy |
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|
2020
Q3 | $251K | Buy |
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