KWM
Kingsview Wealth Management’s Icon ICLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-705
| Closed | -$203K | – | 1143 |
|
|
2024
Q3 | $203K | Buy |
705
+1
| +0.1% | +$287 | ﹤0.01% | 1037 |
|
|
2024
Q2 | $221K | Buy |
704
+9
| +1% | +$2.82K | 0.01% | 951 |
|
|
2024
Q1 | $233K | Sell |
695
-49
| -7% | -$16.5K | 0.01% | 914 |
|
|
2023
Q4 | $211K | Buy |
+744
| New | +$211K | 0.01% | 888 |
|
|
2022
Q4 | – | Sell |
-1,106
| Closed | -$203K | – | 869 |
|
|
2022
Q3 | $203K | Sell |
1,106
-146
| -12% | -$26.8K | 0.01% | 759 |
|
|
2022
Q2 | $271K | Sell |
1,252
-396
| -24% | -$85.7K | 0.01% | 690 |
|
|
2022
Q1 | $401K | Buy |
1,648
+318
| +24% | +$77.3K | 0.02% | 623 |
|
|
2021
Q4 | $412K | Sell |
1,330
-272
| -17% | -$84.3K | 0.02% | 622 |
|
|
2021
Q3 | $420K | Buy |
1,602
+324
| +25% | +$84.9K | 0.02% | 597 |
|
|
2021
Q2 | $276K | Hold |
1,278
| – | – | 0.01% | 719 |
|
|
2021
Q1 | $259K | Buy |
1,278
+10
| +0.8% | +$2.03K | 0.01% | 687 |
|
|
2020
Q4 | $247K | Buy |
1,268
+150
| +13% | +$29.2K | 0.02% | 592 |
|
|
2020
Q3 | $214K | Buy |
+1,118
| New | +$214K | 0.02% | 566 |
|
|
2020
Q2 | – | Sell |
-1,538
| Closed | -$209K | – | 585 |
|
|
2020
Q1 | $209K | Sell |
1,538
-145
| -9% | -$19.7K | 0.03% | 416 |
|
|
2019
Q4 | $290K | Hold |
1,683
| – | – | 0.04% | 369 |
|
|
2019
Q3 | $248K | Sell |
1,683
-205
| -11% | -$30.2K | 0.04% | 368 |
|
|
2019
Q2 | $291K | Buy |
1,888
+51
| +3% | +$7.86K | 0.05% | 326 |
|
|
2019
Q1 | $251K | Buy |
+1,837
| New | +$251K | 0.04% | 388 |
|