Legacy Capital Wealth Partners’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $557K | Buy |
3,827
+2,296
| +150% | +$334K | 0.13% | 171 |
|
2025
Q1 | $268K | Sell |
1,531
-32
| -2% | -$5.6K | 0.07% | 300 |
|
2024
Q4 | $328K | Sell |
1,563
-631
| -29% | -$132K | 0.08% | 257 |
|
2024
Q3 | $630K | Buy |
2,194
+1,115
| +103% | +$320K | 0.13% | 153 |
|
2024
Q2 | $338K | Buy |
+1,079
| New | +$338K | 0.09% | 220 |
|
2024
Q1 | – | Sell |
-831
| Closed | -$235K | – | 217 |
|
2023
Q4 | $235K | Buy |
+831
| New | +$235K | 0.07% | 255 |
|