IWP
Icon Wealth Partners’s Bio-Techne TECH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $503K | Sell |
7,392
-2,029
| -22% | -$138K | 0.06% | 170 |
|
2023
Q2 | $769K | Sell |
9,421
-1,382
| -13% | -$113K | 0.08% | 151 |
|
2023
Q1 | $802K | Buy |
+10,803
| New | +$802K | 0.09% | 157 |
|
2022
Q2 | $1.09M | Sell |
3,155
-666
| -17% | -$231K | 0.13% | 126 |
|
2022
Q1 | $1.66M | Sell |
3,821
-396
| -9% | -$172K | 0.16% | 107 |
|
2021
Q4 | $2.18M | Sell |
4,217
-19
| -0.4% | -$9.83K | 0.22% | 105 |
|
2021
Q3 | $2.05M | Buy |
4,236
+216
| +5% | +$105K | 0.22% | 103 |
|
2021
Q2 | $1.81M | Buy |
4,020
+500
| +14% | +$225K | 0.19% | 112 |
|
2021
Q1 | $1.34M | Buy |
3,520
+745
| +27% | +$284K | 0.17% | 117 |
|
2020
Q4 | $881K | Buy |
2,775
+596
| +27% | +$189K | 0.14% | 125 |
|
2020
Q3 | $540K | Buy |
+2,179
| New | +$540K | 0.1% | 138 |
|
2019
Q2 | – | Sell |
-291
| Closed | -$58K | – | 699 |
|
2019
Q1 | $58K | Buy |
+291
| New | +$58K | 0.02% | 326 |
|
2018
Q3 | – | Sell |
-307
| Closed | -$45K | – | 675 |
|
2018
Q2 | $45K | Buy |
+307
| New | +$45K | 0.02% | 409 |
|
2018
Q1 | – | Sell |
-307
| Closed | -$40K | – | 672 |
|
2017
Q4 | $40K | Buy |
+307
| New | +$40K | 0.02% | 464 |
|