L.J. Altfest & Co’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 |
-2,058
| Closed | -$591 | – | 342 |
|
|
2024
Q4 | $591 | Hold |
2,058
| – | – | ﹤0.01% | 325 |
|
|
2024
Q3 | $591K | Buy |
2,058
+579
| +39% | +$166K | 0.08% | 190 |
|
|
2024
Q2 | $464K | Buy |
1,479
+325
| +28% | +$102K | 0.06% | 207 |
|
|
2024
Q1 | $388K | Buy |
1,154
+154
| +15% | +$51.8K | 0.05% | 221 |
|
|
2023
Q4 | $283K | Sell |
1,000
-233
| -19% | -$65.9K | 0.04% | 259 |
|
|
2023
Q3 | $304K | Sell |
1,233
-23
| -2% | -$5.67K | 0.05% | 237 |
|
|
2023
Q2 | $314K | Buy |
+1,256
| New | +$314K | 0.05% | 232 |
|