Kestra Private Wealth Services’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,024
| Closed | -$215K | – | 1529 |
|
|
2024
Q4 | $215K | Sell |
1,024
-1,586
| -61% | -$333K | ﹤0.01% | 1283 |
|
|
2024
Q3 | $750K | Buy |
2,610
+336
| +15% | +$96.5K | 0.01% | 718 |
|
|
2024
Q2 | $713K | Buy |
2,274
+955
| +72% | +$299K | 0.01% | 691 |
|
|
2024
Q1 | $443K | Buy |
1,319
+106
| +9% | +$35.6K | 0.01% | 852 |
|
|
2023
Q4 | $343K | Buy |
+1,213
| New | +$343K | 0.01% | 889 |
|