Icon Wealth Partners’s Stifel SF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$136K	Buy	2,216 +350	+19%	+$21.5K	0.02%	335
2023 Q2	$111K	Hold	1,866	–	–	0.01%	392
2023 Q1	$110K	Buy	+1,866	New	+$110K	0.01%	393