Journey Strategic Wealth’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 |
-726
| Closed | -$209K | – | 532 |
|
|
2024
Q3 | $209K | Buy |
726
+3
| +0.4% | +$862 | 0.01% | 461 |
|
|
2024
Q2 | $227K | Buy |
723
+86
| +14% | +$27K | 0.01% | 332 |
|
|
2024
Q1 | $214K | Buy |
+637
| New | +$214K | 0.01% | 270 |
|
|
2022
Q1 | – | Sell |
-1,025
| Closed | -$317K | – | 202 |
|
|
2021
Q4 | $317K | Buy |
+1,025
| New | +$317K | 0.03% | 116 |
|