LA
Legacy Advisors’s Icon ICLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,356
| Closed | -$412K | – | 193 |
|
|
2025
Q1 | $412K | Hold |
2,356
| – | – | 0.04% | 288 |
|
|
2024
Q4 | $494K | Buy |
2,356
+23
| +1% | +$4.82K | 0.05% | 254 |
|
|
2024
Q3 | $670K | Buy |
+2,333
| New | +$670K | 0.07% | 206 |
|
|
2024
Q1 | – | Sell |
-1,667
| Closed | -$472K | – | 326 |
|
|
2023
Q4 | $472K | Sell |
1,667
-489
| -23% | -$138K | 0.06% | 202 |
|
|
2023
Q3 | $531K | Sell |
2,156
-284
| -12% | -$69.9K | 0.09% | 180 |
|
|
2023
Q2 | $610K | Sell |
2,440
-190
| -7% | -$47.5K | 0.09% | 154 |
|
|
2023
Q1 | $562K | Sell |
2,630
-278
| -10% | -$59.4K | 0.1% | 142 |
|
|
2022
Q4 | $565K | Buy |
2,908
+893
| +44% | +$173K | 0.1% | 138 |
|
|
2022
Q3 | $370K | Sell |
2,015
-633
| -24% | -$116K | 0.08% | 153 |
|
|
2022
Q2 | $574K | Buy |
2,648
+1,077
| +69% | +$233K | 0.12% | 109 |
|
|
2022
Q1 | $382K | Buy |
+1,571
| New | +$382K | 0.07% | 144 |
|