IHT Wealth Management’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-853
| Closed | -$244K | – | 1139 |
|
|
2024
Q3 | $244K | Buy |
+853
| New | +$244K | 0.01% | 1000 |
|
|
2018
Q2 | – | Sell |
-166
| Closed | -$19K | – | 856 |
|
|
2018
Q1 | $19K | Hold |
166
| – | – | 0.01% | 999 |
|
|
2017
Q4 | $19K | Hold |
166
| – | – | 0.01% | 1002 |
|
|
2017
Q3 | $19K | Hold |
166
| – | – | 0.01% | 792 |
|
|
2017
Q2 | $223 | Buy |
166
+24
| +17% | +$32 | 0.11% | 212 |
|
|
2017
Q1 | $11K | Buy |
+142
| New | +$11K | 0.01% | 809 |
|