KWM
Kolinsky Wealth Management’s Icon ICLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,142
| Closed | -$328K | – | 185 |
|
|
2024
Q3 | $328K | Buy |
1,142
+8
| +0.7% | +$2.3K | 0.21% | 109 |
|
|
2024
Q2 | $355K | Buy |
1,134
+352
| +45% | +$110K | 0.25% | 86 |
|
|
2024
Q1 | $263K | Sell |
782
-5
| -0.6% | -$1.68K | 0.2% | 111 |
|
|
2023
Q4 | $223K | Buy |
+787
| New | +$223K | 0.2% | 122 |
|
|
2022
Q4 | – | Sell |
-1,090
| Closed | -$200K | – | 131 |
|
|
2022
Q3 | $200K | Sell |
1,090
-71
| -6% | -$13K | 0.25% | 109 |
|
|
2022
Q2 | $252K | Buy |
1,161
+148
| +15% | +$32.1K | 0.3% | 89 |
|
|
2022
Q1 | $246K | Buy |
1,013
+49
| +5% | +$11.9K | 0.24% | 108 |
|
|
2021
Q4 | $299K | Buy |
+964
| New | +$299K | 0.28% | 98 |
|