Key Financial Inc’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 |
-11
| Closed | -$2.31K | – | 1398 |
|
|
2024
Q4 | $2.31K | Sell |
11
-592
| -98% | -$124K | ﹤0.01% | 1135 |
|
|
2024
Q3 | $173K | Hold |
603
| – | – | 0.04% | 266 |
|
|
2024
Q2 | $189K | Hold |
603
| – | – | 0.05% | 254 |
|
|
2024
Q1 | $203K | Hold |
603
| – | – | 0.05% | 229 |
|
|
2023
Q4 | $171K | Sell |
603
-19
| -3% | -$5.38K | 0.05% | 237 |
|
|
2023
Q3 | $153K | Hold |
622
| – | – | 0.05% | 232 |
|
|
2023
Q2 | $156K | Buy |
622
+183
| +42% | +$45.8K | 0.05% | 234 |
|
|
2023
Q1 | $93.8K | Buy |
439
+420
| +2,211% | +$89.7K | 0.03% | 297 |
|
|
2022
Q4 | $3.49K | Hold |
19
| – | – | ﹤0.01% | 857 |
|
|
2022
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 889 |
|
|
2022
Q2 | $4K | Hold |
19
| – | – | ﹤0.01% | 839 |
|
|
2022
Q1 | $5K | Hold |
19
| – | – | ﹤0.01% | 788 |
|
|
2021
Q4 | $6K | Hold |
19
| – | – | ﹤0.01% | 678 |
|
|
2021
Q3 | $5K | Hold |
19
| – | – | ﹤0.01% | 702 |
|
|
2021
Q2 | $5K | Hold |
19
| – | – | ﹤0.01% | 684 |
|
|
2021
Q1 | $4K | Hold |
19
| – | – | ﹤0.01% | 621 |
|
|
2020
Q4 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 583 |
|
|
2020
Q2 | – | Sell |
-19
| Closed | -$3K | – | 336 |
|
|
2020
Q1 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 559 |
|