JNBA Financial Advisors’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5
| Closed | -$1.42K | – | 696 |
|
|
2023
Q4 | $1.42K | Hold |
5
| – | – | ﹤0.01% | 628 |
|
|
2023
Q3 | $1.23K | Hold |
5
| – | – | ﹤0.01% | 652 |
|
|
2023
Q2 | $1.25K | Hold |
5
| – | – | ﹤0.01% | 643 |
|
|
2023
Q1 | $1.07K | Buy |
+5
| New | +$1.11K | ﹤0.01% | 655 |
|
|
2018
Q4 | – | Sell |
-30
| Closed | -$5K | – | 622 |
|
|
2018
Q3 | $5K | Buy |
+30
| New | +$4.3K | ﹤0.01% | 426 |
|
|
2018
Q2 | – | Sell |
-82
| Closed | -$10K | – | 538 |
|
|
2018
Q1 | $10K | Hold |
82
| – | – | ﹤0.01% | 376 |
|
|
2017
Q4 | $9K | Hold |
82
| – | – | ﹤0.01% | 377 |
|
|
2017
Q3 | $9K | Hold |
82
| – | – | ﹤0.01% | 368 |
|
|
2017
Q2 | $8K | Hold |
82
| – | – | ﹤0.01% | 366 |
|
|
2017
Q1 | $7K | Hold |
82
| – | – | ﹤0.01% | 381 |
|
|
2016
Q4 | $6K | Buy |
+82
| New | +$6.37K | ﹤0.01% | 395 |
|
|
2016
Q3 | – | Sell |
-82
| Closed | -$6K | – | 1623 |
|
|
2016
Q2 | $6K | Hold |
82
| – | – | ﹤0.01% | 395 |
|
|
2016
Q1 | $6K | Hold |
82
| – | – | ﹤0.01% | 398 |
|
|
2015
Q4 | $6K | Hold |
82
| – | – | ﹤0.01% | 389 |
|
|
2015
Q3 | $6K | Hold |
82
| – | – | ﹤0.01% | 394 |
|
|
2015
Q2 | $6K | Hold |
82
| – | – | ﹤0.01% | 391 |
|
|
2015
Q1 | $6K | Hold |
82
| – | – | ﹤0.01% | 402 |
|
|
2014
Q4 | $4K | Sell |
82
-14
| -15% | -$755 | ﹤0.01% | 442 |
|
|
2014
Q3 | $5K | Buy |
96
+82
| +586% | +$4.22K | ﹤0.01% | 438 |
|
|
2014
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 482 |
|
|
2014
Q1 | $1K | Buy |
+14
| New | +$624 | ﹤0.01% | 453 |
|
Other funds holding ICLR
