IFP Advisors’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95K | Buy |
653
+23
| +4% | +$3.35K | ﹤0.01% | 1668 |
|
|
2025
Q1 | $110K | Sell |
630
-94
| -13% | -$16.4K | ﹤0.01% | 1471 |
|
|
2024
Q4 | $152K | Sell |
724
-14
| -2% | -$2.94K | 0.01% | 1271 |
|
|
2024
Q3 | $212K | Hold |
738
| – | – | 0.01% | 1058 |
|
|
2024
Q2 | $231K | Sell |
738
-11
| -1% | -$3.45K | 0.01% | 975 |
|
|
2024
Q1 | $252K | Buy |
749
+1
| +0.1% | +$336 | 0.01% | 886 |
|
|
2023
Q4 | $212K | Sell |
748
-438
| -37% | -$124K | 0.01% | 922 |
|
|
2023
Q3 | $292K | Buy |
1,186
+105
| +10% | +$25.9K | 0.01% | 792 |
|
|
2023
Q2 | $270K | Buy |
1,081
+18
| +2% | +$4.5K | 0.01% | 879 |
|
|
2023
Q1 | $139K | Sell |
1,063
-194
| -15% | -$25.4K | 0.01% | 1091 |
|
|
2022
Q4 | $188K | Sell |
1,257
-2
| -0.2% | -$299 | 0.01% | 1389 |
|
|
2022
Q3 | $188K | Buy |
1,259
+32
| +3% | +$4.78K | ﹤0.01% | 1452 |
|
|
2022
Q2 | $184K | Hold |
1,227
| – | – | 0.01% | 1317 |
|
|
2022
Q1 | $184K | Buy |
1,227
+236
| +24% | +$35.4K | 0.01% | 1317 |
|
|
2021
Q4 | $309K | Buy |
991
+49
| +5% | +$15.3K | 0.01% | 759 |
|
|
2021
Q3 | $245K | Buy |
942
+651
| +224% | +$169K | ﹤0.01% | 820 |
|
|
2021
Q2 | $62K | Hold |
291
| – | – | ﹤0.01% | 1425 |
|
|
2021
Q1 | $57K | Sell |
291
-19
| -6% | -$3.72K | ﹤0.01% | 1412 |
|
|
2020
Q4 | $60K | Hold |
310
| – | – | ﹤0.01% | 1361 |
|
|
2020
Q3 | $59K | Sell |
310
-3
| -1% | -$571 | ﹤0.01% | 1226 |
|
|
2020
Q2 | $51K | Sell |
313
-54
| -15% | -$8.8K | ﹤0.01% | 1208 |
|
|
2020
Q1 | $51K | Sell |
367
-48
| -12% | -$6.67K | 0.01% | 1109 |
|
|
2019
Q4 | $71K | Sell |
415
-16
| -4% | -$2.74K | 0.01% | 1103 |
|
|
2019
Q3 | $64K | Buy |
+431
| New | +$64K | ﹤0.01% | 1257 |
|
|
2019
Q1 | $3K | Sell |
28
-1,700
| -98% | -$182K | ﹤0.01% | 2008 |
|
|
2018
Q4 | $220K | Sell |
1,728
-45
| -3% | -$5.73K | 0.01% | 823 |
|
|
2018
Q3 | $273K | Sell |
1,773
-26
| -1% | -$4K | 0.01% | 914 |
|
|
2018
Q2 | $238K | Sell |
1,799
-282
| -14% | -$37.3K | 0.01% | 976 |
|
|
2018
Q1 | $233K | Hold |
2,081
| – | – | 0.01% | 920 |
|
|
2017
Q4 | $233K | Sell |
2,081
-161
| -7% | -$18K | 0.01% | 918 |
|
|
2017
Q3 | $255K | Sell |
2,242
-57
| -2% | -$6.48K | 0.01% | 1004 |
|
|
2017
Q2 | $225K | Buy |
2,299
+67
| +3% | +$6.56K | 0.01% | 1061 |
|
|
2017
Q1 | $178K | Buy |
2,232
+59
| +3% | +$4.71K | 0.01% | 1175 |
|
|
2016
Q4 | $163K | Sell |
2,173
-228
| -9% | -$17.1K | 0.01% | 1157 |
|
|
2016
Q3 | $186K | Sell |
2,401
-1,579
| -40% | -$122K | 0.01% | 1029 |
|
|
2016
Q2 | $279K | Buy |
3,980
+3,952
| +14,114% | +$277K | 0.02% | 819 |
|
|
2016
Q1 | $3K | Sell |
28
-3,683
| -99% | -$395K | ﹤0.01% | 2008 |
|
|
2015
Q4 | $288K | Buy |
+3,711
| New | +$288K | 0.02% | 681 |
|