JFS Wealth Advisors’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $700 | Hold |
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|
2024
Q4 | $839 | Sell |
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|
2024
Q3 | $4.88K | Buy |
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|
2024
Q2 | $2.51K | Hold |
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|
2024
Q1 | $2.69K | Hold |
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|
2023
Q4 | $2.27K | Sell |
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|
2023
Q3 | $2.22K | Hold |
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|
2023
Q2 | $2.25K | Hold |
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|
2023
Q1 | $1.92K | Hold |
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|
2022
Q4 | $1.75K | Hold |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $6K | Sell |
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|
2022
Q1 | $9K | Buy |
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|
2021
Q4 | $6K | Sell |
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|
2021
Q3 | $15K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $4K | Buy |
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