JFS Wealth 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 | – | Sell |
-4
| Closed | -$700 | – | 1921 |
|
|
2025
Q1 | $700 | Hold |
4
| – | – | ﹤0.01% | 1718 |
|
|
2024
Q4 | $839 | Sell |
4
-13
| -76% | -$2.73K | ﹤0.01% | 1704 |
|
|
2024
Q3 | $4.89K | Buy |
17
+9
| +113% | +$2.59K | ﹤0.01% | 1130 |
|
|
2024
Q2 | $2.51K | Hold |
8
| – | – | ﹤0.01% | 1349 |
|
|
2024
Q1 | $2.69K | Hold |
8
| – | – | ﹤0.01% | 1336 |
|
|
2023
Q4 | $2.27K | Sell |
8
-1
| -11% | -$283 | ﹤0.01% | 1376 |
|
|
2023
Q3 | $2.22K | Hold |
9
| – | – | ﹤0.01% | 1318 |
|
|
2023
Q2 | $2.25K | Hold |
9
| – | – | ﹤0.01% | 1339 |
|
|
2023
Q1 | $1.92K | Hold |
9
| – | – | ﹤0.01% | 1381 |
|
|
2022
Q4 | $1.75K | Hold |
9
| – | – | ﹤0.01% | 1422 |
|
|
2022
Q3 | $2K | Sell |
9
-18
| -67% | -$4K | ﹤0.01% | 1337 |
|
|
2022
Q2 | $6K | Sell |
27
-12
| -31% | -$2.67K | ﹤0.01% | 936 |
|
|
2022
Q1 | $9K | Buy |
39
+20
| +105% | +$4.62K | ﹤0.01% | 826 |
|
|
2021
Q4 | $6K | Sell |
19
-39
| -67% | -$12.3K | ﹤0.01% | 761 |
|
|
2021
Q3 | $15K | Buy |
+58
| New | +$15K | ﹤0.01% | 585 |
|
|
2019
Q2 | – | Sell |
-26
| Closed | -$4K | – | 474 |
|
|
2019
Q1 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 404 |
|