Icon Wealth Partners’s Thomson Reuters TRI Stock Holding History

Icon Wealth Partners’s Portfolio TRI Stock Details TRI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$214K	Sell
2023 Q2	$245K	Sell
2023 Q1	$281K	Buy
2022 Q2	$402K	Sell
2022 Q1	$484K	Buy
2021 Q4	$530K	Buy
2021 Q3	$481K	Buy
2021 Q2	$390K	Buy
2021 Q1	$278K	Buy
2020 Q4	$236K	Buy