IFP Advisors’s Ichor Holdings ICHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14
| Closed | -$317 | – | 4261 |
|
|
2025
Q1 | $317 | Hold |
14
| – | – | ﹤0.01% | 3552 |
|
|
2024
Q4 | $451 | Buy |
+14
| New | +$451 | ﹤0.01% | 3444 |
|
|
2024
Q2 | – | Sell |
-1,830
| Closed | -$70.7K | – | 3277 |
|
|
2024
Q1 | $70.7K | Hold |
1,830
| – | – | ﹤0.01% | 1446 |
|
|
2023
Q4 | $61.5K | Hold |
1,830
| – | – | ﹤0.01% | 1458 |
|
|
2023
Q3 | $56.7K | Hold |
1,830
| – | – | ﹤0.01% | 1499 |
|
|
2023
Q2 | $68.6K | Hold |
1,830
| – | – | ﹤0.01% | 1476 |
|
|
2023
Q1 | $48K | Hold |
1,830
| – | – | ﹤0.01% | 1593 |
|
|
2022
Q4 | $47K | Sell |
1,830
-5,000
| -73% | -$128K | ﹤0.01% | 2291 |
|
|
2022
Q3 | $178K | Hold |
6,830
| – | – | ﹤0.01% | 1478 |
|
|
2022
Q2 | $178K | Hold |
6,830
| – | – | 0.01% | 1331 |
|
|
2022
Q1 | $178K | Hold |
6,830
| – | – | 0.01% | 1331 |
|
|
2021
Q4 | $314K | Buy |
6,830
+1,700
| +33% | +$78.2K | 0.01% | 754 |
|
|
2021
Q3 | $211K | Buy |
5,130
+1,200
| +31% | +$49.4K | ﹤0.01% | 895 |
|
|
2021
Q2 | $212K | Hold |
3,930
| – | – | ﹤0.01% | 875 |
|
|
2021
Q1 | $212K | Buy |
+3,930
| New | +$212K | ﹤0.01% | 810 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3437 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3314 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3176 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3151 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3195 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3322 |
|
|
2018
Q4 | – | Sell |
-536
| Closed | -$11K | – | 3641 |
|
|
2018
Q3 | $11K | Sell |
536
-412
| -43% | -$8.46K | ﹤0.01% | 2761 |
|
|
2018
Q2 | $20K | Buy |
948
+347
| +58% | +$7.32K | ﹤0.01% | 2432 |
|
|
2018
Q1 | $15K | Hold |
601
| – | – | ﹤0.01% | 2563 |
|
|
2017
Q4 | $15K | Buy |
+601
| New | +$15K | ﹤0.01% | 2561 |
|
|
2017
Q3 | – | Sell |
-1,215
| Closed | -$24K | – | 4088 |
|
|
2017
Q2 | $24K | Hold |
1,215
| – | – | ﹤0.01% | 2445 |
|
|
2017
Q1 | $24K | Buy |
+1,215
| New | +$24K | ﹤0.01% | 2355 |
|